Investment Management

Image of a person reviewing estate planning documents at a desk.

Hire experts that are vested in your success.

What is investment management?

EXOS works with both seasoned investors and those new to investment management — the task of maintaining a portfolio of carefully selected assets that align with short and long-term goals. Our services will guide you through a methodical process to help you build wealth while maintaining a secure layer of protection. 

EXOS Model #1: The Financial Planning Pyramid

EXOS Model #2: The 6-Step Process

Investment management comes with inherent risks. Our solution to this is to employ a signature series of steps to attain the necessary information to completely customize the process.

We always balance your time frame for investing along with your current financial position, objectives and attitudes toward risk to create the ideal comprehensive investment strategy. We also weigh your options against other factors such as tax implications, market conditions and liquidity to ensure potential for maximum returns.













What is the role of your Financial Advisor?

The top financial advisors will always want to watch you succeed. 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.

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