We Know Bonds aren’t Easy…That’s Why We’re Here to Help
Fixed income is the largest asset class with daily trading revenue 8 times larger than global equity markets. Yet, for many advisors this is a market that they are much less comfortable working in. Fulcrum Point Financial is here to assist. We are a full-service fixed income group that is dedicated to helping advisors make using individual bonds a meaningful part of your practice.
Regardless of your level of comfort using individual bonds we can provide easy and effective support. We do not inventory any bonds, but rather utilize our deep relationships across the dealer community to reflect the whole of the market and find the right solutions for you and your clients. We are more than an execution desk. We aim to partner with advisors and develop strong relationships over time. We look forward to speaking with you about how we can work together to help you better service your current and future clients.
Sales and Trading
Fulcrum Point has trading relationships with all primary and dozens of regional dealers throughout the industry. We service:
- Brokered CDs
- Investment Grade and High Yield Corporate Bonds
- Foreign Sovereign Bonds
- Municipal Bonds
- Agency Debentures and Treasuries
- Mortgage Backed Securities, including CMOs
- Structured Products, including Market Linked CDs and Notes
We do not hold inventory so we are able to remain unbiased in our bond offerings. This is significantly different than working through dealers with proprietary trading desks, who inherently have greater interest in selling their own inventory regardless of whether it’s truly the most suitable investment for their customers. We search the marketplace without bias to find the most attractive bonds at the most competitive pricing for you and your clients.
Portfolio Review and Analysis
Fulcrum Point provides advisors with detailed, client specific portfolio analysis to help illustrate:
- Interest Rate Movement “What If” scenarios
- Credit Risk
- Concentration Risk
- Buy/Sell Opportunities
- Swap Opportunities
Leverage our knowledge to review new or existing portfolios with our analytical tools to position portfolios to be consistent with overall goals and objectives.
Training and Education
Fixed Income is the largest asset class, but for many advisors using individual bonds is still an area that they are not comfortable. Fixed income is a large and complex asset class that many professionals do not have the resources or expertise to incorporate into their practice. Our team of fixed income experts can fill this gap for you.
We’re here to assist you regardless of your level of experience using fixed income securities. Our traders and sales staff are always available to answer your questions or to help find a solution that will work for your client.