For Immediate Release Re: Steve Broadbent, Fulcrum Partners Atlanta PONTE VEDRA BEACH, FL — (July 27, 2017) In 2007, a group of seasoned financial industry professionals founded Fulcrum Partners LLC. Their intent was to bring together exemplary talent in their profession, creating an independent, member-owned firm dedicated to helping companies achieve cost-effective executive benefits plans that reward key leadership in …
The clock is ticking for hedge fund managers and each tick resonates with the distinctive ca-ching of money leaving the manager’s pockets. For years, a tax code loophole enabled hedge fund managers to accumulate offshore gains without the requirement to pay federal or state taxes. Managers of offshore funds could simply defer receipt of compensation (which could be management fees, …
Fulcrum Partners Expands, Adding Managing Director Monte Harrick For Immediate Release PONTE VEDRA BEACH, FL – (July 12, 2017) –Fulcrum Partners LLC, a leading executive benefits advisory, announced that industry veteran, Monte Harrick has joined the company as a Managing Director. Harrick will be part of the Fulcrum Partners Los Angeles office, which was established in 2011 by Managing Director …
A reminder for Independence Day… In June of 1776, statesman John Adams, who later became the first Vice President and the second President of the United States, wrote to his wife, Abigail, saying: “The Second Day of July 1776, will be the most memorable Epocha, in the History of America. I am apt to believe that it will be celebrated, …
FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (June 28, 2017) Since 2007, Fulcrum Partners LLC, one of the nation’s leading executive benefits advisories, has helped companies and executives optimize executive benefit plans in ways that are cost effective for the company and rewarding for the executive. Throughout 2017, as part of its 10-year anniversary celebration, Fulcrum Partners is honoring …
Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU WashingtonMarketplace Report, “Trouble Ahead, Trouble Behind,” and You Know that Notion Never Crossed My Mind: Avoiding 5 Common Mistakes in Life Insurance Planning,” to its clients and friends. This continuing series of articles is intended to provide in-depth insight into trends, events, and issues that impact the …
To all the Fathers, Grandfathers, Step-Dads, Stand-ins, and Soon-to-Be Dads, who make families stronger, and the lives of the next generation better, Fulcrum Partners wishes you a Happy Father’s Day!
Memorial Day is not about the price of gas … it’s about the price of freedom. Fulcrum Partners remembers the American service men and women who paid the ultimate sacrifice for our freedom.
PONTE VEDRA BEACH, FL — (May 23, 2017) – This year, as executive benefits advisory Fulcrum Partners LLC celebrates its 10-year anniversary, the firm is paying tribute to the significant accomplishments of its nationwide team of managing directors. Many of the managing directors at Fulcrum Partners, like David H. Fisher in Columbus, Ohio, have more than twenty-five years of experience …
According to the recently updated Equilar Gender Diversity Index, the presence of women on public company boards is improving, albeit at a slow pace. The Equilar Gender Diversity Index (GDI) was initiated earlier this year to provide quarterly updates on the prevalence of females on Russell 3000 company boards of directors. Why a quarterly report when most information from a …