These Terms of Service govern your use of this website and any advisory services provided by Fulcrum Advisory ("Fulcrum Advisory," "we," or "us"). By using this website or engaging our services, you agree to these terms.

Nature of Services

Fulcrum Advisory provides independent advisory services in the areas of FOCI compliance, CMMC compliance, AI deployment, and related cybersecurity and regulatory matters. Services are provided by Fulcrum Advisory as an independent advisory firm, not as an employee or agent of any client organization.

Nothing on this website or in any engagement with Fulcrum Advisory constitutes legal advice, and no attorney-client relationship is created by any engagement with Fulcrum Advisory. For legal advice regarding FOCI mitigation agreements, corporate structure, securities law, or other legal matters, you should engage qualified legal counsel.

Nothing on this website constitutes financial, investment, or securities advice. Regulatory compliance outcomes depend on facts and circumstances specific to each engagement and cannot be guaranteed.

Engagement Terms

Specific terms for advisory engagements — including scope of work, deliverables, fees, and timelines — are set forth in individual engagement letters or statements of work executed between Fulcrum Advisory and each client. In the event of a conflict between these general Terms of Service and an executed engagement letter, the engagement letter governs.

Limitation of Liability

To the fullest extent permitted by applicable law, Fulcrum Advisory's liability to any client or website user for any claim arising from services or the use of this website is limited to the fees paid to Fulcrum Advisory in the ninety (90) days preceding the claim. In no event shall Fulcrum Advisory be liable for indirect, incidental, consequential, or punitive damages of any kind.

Advisory services involve professional judgment applied to facts and circumstances that may be incomplete, changing, or outside our control. Regulatory agencies including DCSA and DoD make final determinations independently. We make no warranty that any particular regulatory outcome will result from our services.

Confidentiality

Information shared with Fulcrum Advisory in connection with an engagement is treated as confidential and is not disclosed to third parties without client consent, except as required by law. Specific confidentiality terms for each engagement are addressed in the applicable engagement letter.

Intellectual Property

Content on this website — including articles, analyses, and other written materials — is the intellectual property of Fulcrum Advisory. You may reference or cite this content with attribution. Reproduction for commercial purposes without written consent is prohibited.

Deliverables produced under client engagements are addressed in individual engagement letters.

Website Use

This website is provided for informational purposes. You may use it to learn about our services and to contact us. You may not use this website for any unlawful purpose or in any way that could damage, disable, or impair the website or interfere with other users' access.

Governing Law

These terms are governed by the laws of the state of incorporation of Fulcrum Advisory, without regard to conflict of law principles. Any dispute arising from these terms shall be resolved in the courts of that jurisdiction.

Changes to These Terms

We may update these terms as our services evolve. Material changes will be reflected in the "Last updated" date. Continued use of this website after changes constitutes acceptance of the updated terms.

Contact

Questions about these terms may be directed to:
Fulcrum Advisory
info@fulcrumadvisory.us