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 …
PONTE VEDRA BEACH, FL — (Aug 13, 2019) Fulcrum Partners Managing Director Tom Chisholm has been appointed to serve on the Advisory Council for World Bicycle Relief (WBR). A registered 501(c)(3) global nonprofit organization, World Bicycle Relief builds and distributes specially designed, locally assembled, rugged bicycles. Having delivered over 400,000 Buffalo Bicycles over the last 10 years, WBR has developed …
Happy Easter. Happy Passover. From all of us at Fulcrum Partners Advisory services offered through CapAcuity LLC and Valmark Advisers, Inc. SEC Registered Investment Advisors. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fulcrum Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
PONTE VEDRA BEACH, FL — (Nov 15, 2018) Fulcrum Partners LLC announces the rebranding of Fulcrum Partners News, which earlier this month became, Deferred Compensation News. Scott Cahill, Managing Director Fulcrum Partners Orlando and company cofounder said, “Since rebranding our blog, we have seen a remarkable 192 percent increase in readership year-over-year, which we attribute both to the rebrand and to …
FOR IMMEDIATE RELEASE Fulcrum Partners and the Valmark Global Gift Fund Match Donations in Support of Daniel Kids PONTE VEDRA BEACH, FLA. (Sept. 7, 2017) – The Ponte Vedra Beach office of Fulcrum Partners LLC has partnered with Valmark Global Gift Fund in a $14,600 donation to the Jacksonville-based, child service agency Daniel Kids. Fulcrum Partners is one of the …
Fulcrum Partners Responds to Evolving Executive Benefits Needs PONTE VEDRA BEACH, FLA — (Aug. 10, 2017) Executive benefits advisory, Fulcrum Partners announces the launch of its extensively redesigned website. The updated site is streamlined, responsively conforms to a range of devices and platforms and has straightforward and intuitive navigation and enhanced security features. Bruce Brownell, a Managing Director and one …
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, …
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.
Supporting the American Heart Association This year, Fulcrum Partners joins Amgen, Anika System and AT&T as a Winemaker Sponsor at the annual Heart’s Delight Wine Tasting and Wine Auction. The event, hosted in Washington DC, has helped raise more than $15M in the past seventeen years to support the American Heart Association. Heart’s Delight activities commence on May 10, with …