Doing Business When It’s Not Business as Usual

March 13, 2020

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As the world attempts to do business in a climate that is far from business as usual, flexibility and patience matter now more than ever. We’ll all no doubt see new operational and engagement strategies emerge as corporate America works to protect employees, serve clients, and safeguard the economy. 

At Fulcrum Partners, we’re doing the same things you are, following recommended best-practices for dealing with coronavirus (COVID 19). We’re also working with our clients, and their clients, in ways that are flexible and accommodating. 

  • The Fulcrum Partners team is fully available to you, with no reduction in our service capacities. 
  • We’re positioned and equipped to support your preference for video conferencing and other work strategies that allow for and encourage social distancing.
  • We are now—and have always been–agile and flexible; ready to respond to your needs and serve your objectives with creative, bespoke solutions. 

Leadership and respect for the needs and concerns of others will go a long way as together, we move through and beyond these difficult times. Americans have a history of rising to the challenge in times of crisis.

The team at Fulcrum Partners is here to be your partner, helping your company, your employees, and your clients with timely and effective strategies. We’ll also be sharing specific updates and recommendations in the days ahead that target current issues of the business and economic climate. 

From Your Executive Benefits Team at Fulcrum Partners,

Steve Broadbent Bruce Brownell Scott Cahill Tom Chisholm Andy Hart Phil Currie Joe Thompson David Fisher Chris Nyland Roy Imai Monte Harrick Kristine Kopsiaftis Lampert Craig Cayford Mike Powers Adam Monson Jonathan Kearn Kenny Depaola and Christine Scott


Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

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