Asset Investing & Trading

The Fulcrum Investment Banking platform invests predominantly in fixed income products and real estate assets. The investment strategy centers around structured products, with mortgage backed securities and real estate being the initial focus, expanding to other asset backed securities such as credit card receivables, auto loan and lease receivables, student loan receivables, and other various structured notes.

Our primary investment objective is to capture liquidity premium and minimize risks, supported by an investment vehicle structure that will have the capacity to hold assets to realize final returns.

Targeted Investments

Fixed Income Securities

Residential Mortgage-Backed Securities (RMBS)
Commercial Mortgage-Backed Securities (CMBS)
Asset Backed Securities (ABS)
Auto loan/lease receivables
Student loan receivables
Credit card receivables
Venture receivables
Life settlement policies

Real Estate

Commercial Real Estate
Residential Real Estate
Commercial Whole Loans
Residential Whole Loans