Fulcrum Strategy Partners

Open
111 N Sepulveda Blvd Ste 250
Manhattan Beach, CA 90266

Fulcrum Strategy Partners is a corporate consulting firm located in Manhattan Beach, California, specializing in strategic resource management. The team, comprised of experienced professionals, is dedicated to guiding corporations and candidates towards achieving their business objectives.

With a focus on tailored solutions, Fulcrum Strategy Partners aims to foster corporate success through innovative strategies and expert guidance. Their commitment to excellence positions them as valuable partners in navigating the complexities of the corporate landscape.

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Holt Investment Advisors

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HistoryIn the early 1990's while I was still working at a broker/dealer firm, I had a client who was paying me a fee to manage his portfolio. My client didn't mind paying a fee when his portfolio was really performing, but, understandably, he greatly disliked the idea of paying any fee, if his portfolio didn't grow. That's when the idea came to my mind - what if I could offer portfolio management with a fee that matched the performance of the portfolio. Hence, I created Holt Investment Advisors in 1995 completely on the idea of offering qualified clients a fee-based-on-performance. As far as I know, I was first to offer a fee-only, based on performance service to private clients and we have been doing it ever since. I found that managing portfolios for a fee-based-on-performance had an added benefit: my clients didn't need to second guess my investment management decisions because they knew that it was in my best interest to serve their best interest. It put us uniquely on the same team!SpecialtiesKeith is a Fee-Only, Based on Performance Registered Investment Advisor. That means he is held to the highest standards and principles - he only gets paid if you make a profit. He helps his clients achieve their financial goals, while managing and growing their assets well into retirement and for future generations. He also specializes in Family Financial Planning and Counseling, Pension Fund & Retirement Plan Asset Management, and Employer Retirement Plan Management.
United StatesCaliforniaManhattan BeachFulcrum Strategy Partners

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