ABOUT US
about us
EXOS. Where high-tech and high-trust meet.
EXOS Wealth Strategies, LLC is an independent Registered Investment Advisory (RIA) firm on a mission to help people achieve financial freedom. We design personalized financial plans for individuals, businesses and multi-generational families while taking a holistic approach to wealth management.
By taking initiative to stay ahead of industry trends, we’re able to supply you with the technology and subject matter you need to make educated decisions. Our team also maintains partnerships with top names in research, trading and asset custody to minimize conflict of interest and produce effective investment strategies in any market environment.
about us
Why choose an independent financial advisory firm?
Independent financial advisory firms are not tied to any particular family of funds or investment products. Financial advisors that run their own independent advisory firm do so because they want to develop better relationships with their clients.
“It's a true privilege to work with each client, and we stand firm that the trust we garner is earned every single day.”
- Customized solutions for your individual needs
- Attentive, responsive communication (with regular check-ins)
- High-level expertise and advisership
- Have your money held by a trusted independent custodian (not an advisory firm)
- Simple, transparent fee structures based on assets under management (AUM)
- Elite client experience
about us
INVESTMENT PHILOSOPHY
We see our fiduciary duties as a pact rather than a responsibility. With this commitment, we are beholden to provide investment advice that puts our clients’ best interests first at all times.
Our goal is to deliver absolute returns with a pattern of outperforming benchmarks and broad market indexes with less risk. To help us reach this goal, we follow an investment philosophy that can be summed up in 3 key points.
- Financial markets, no matter how evolved, move in predictable ways that can be exploited using analytics.
- Risk can be estimated and strategically managed.
- A disciplined process with innovation and insight leads to superior performance.
Ethos
We believe there are vital components that must be present in every engagement to establish a strong client-advisory relationship.
All strategic partners of EXOS are tenured, knowledgeable experts in their field. They have proven themselves in industry accreditation, in client satisfactory, and in their professional communities.
Our ethos is built on a foundation of honesty, trust, and an unassailable commitment to respecting our clients and their values.
At EXOS, we are held to a higher standard than that of your typical advisor.
EXOS understands that consistent employment of ethically sound business practices goes hand-in-hand with creating an atmosphere of comfort and credence for our clients.
“We are not what we do repeatedly. Excellence then, is not an act, but a habit.” – Aristotle
Clients of EXOS can rest well at night knowing they have the industry’s best working for them.
about us
What is the role of your Financial Advisor?
The best financial advisors will always want to watch you succeed. That’s because making a difference in someone’s future is more of a passion than a job.
It’s necessary you feel comfortable sharing information with your financial advisor. A transparent relationship will allow your advisor to maintain a clear understanding of your situation and serve as a proper guide through the ins-and-outs of your investment program.
Our advisors use forward-thinking research to monitor changes in the global financial marketplace while tracking the progress toward your long-term goals. We also know which indicators to watch for in each unique case so you can make calculated decisions.
Advisor vs Accredited Investment Fiduciary™
J. Marcel Louimeus holds the Accredited Investment Fiduciary™ certification, which demonstrates the necessary requirements have been met to serve in the significant role of Fiduciary Advisor. An AIF™ acts in the interests of clients with care, skill, prudence and diligence.
AIF™ certified professionals are identified as having met the highest fiduciary standard in the finance industry. The AIF™ certification is continuously being updated to reflect the most recent regulatory, marketplace and technology changes.
An AIF™ must be qualified to perform the duties represented by the following credentials:
– They passed all required examinations.
– They have the necessary experience.
– They have completed all required education.
– They have met all regulatory requirements.
Is your portfolio taking on too much risk?
Take our Risk Analysis Assessment to find out now.
