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Fulcrum Partners: Committed to Leadership Through Service

Fulcrum Partners Fulcrum Partners Giving

Anthropologist Margaret Mead’s famous quote, “Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has,” appears more than once on the Fulcrum Partners website. By most standards, our core team of managing directors and financial consultants are a “small group”.  However, they take their responsibility to effect change seriously.

Both collectively and individually, the team at Fulcrum Partners supports numerous charitable initiatives and organizations. Some of the groups are local, some are global, and all are selected because they are organizations that are making a meaningful difference in the lives of others.

On the homepage of our website (fulcrumpartnersllc.com) we have a section we call “Inspire.” For several years, we’ve been using this portion of our home page to share some of the Fulcrum Partners philanthropic and volunteer activities. Our intent has always been to ask others to consider the question: “Who inspires you?”

As our team has expanded, we’ve seen our outreach grow and our capacity and platform to help more people in need likewise expand. With this increase in mind, we’ve also expanded our website with a new “Commitment to Giving” webpage. Here, you’ll find more information about how members of the Fulcrum Partners team are reaching out, serving and making a difference in the lives of others. We invite you to visit this webpage and see for yourself how a small group can, in its own way, “change the world”. More importantly, we invite you to consider who inspires you to effect change. In the words of Theodore Roosevelt, “do what you can, where you are, with what you have.”

“The first and most important choice a leader makes is the choice to serve, without which one’s capacity to lead is severely limited.”

Robert Greenleaf

View our Commitment to Giving webpage.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and BDO Alliance USA are non-affiliated entities and separate entities from Fulcrum Partners and CapAcuity, LLC.