Exos Partners

Exos Partners is a financial advisory firm with a singular client focus. Quite simply, your goals are our goals. We focus on unique, uncompromised, unbiased solutions for each and every client.

The Exos Difference

  • Client-First CultureClient-First CultureQuite simply, your goals are our goals. We approach every client with unbiased decision making, full fiduciary responsibility, and an advisory relationship supported by our entire firm.
  • Experienced AdvisorsExperienced AdvisorsThe founding leadership of Exos Partners was drawn from a diverse cross section of the leading financial services organizations in the nation. Our advisors share a dedication to providing the highest standard of care to clients.
  • Unbiased SolutionsUnbiased SolutionsOur open investment approach, commitment to long-term results and culture of shared knowledge allow us to focus on unbiased solutions. Fundamental to our practice we rigorously apply modern portfolio theory, asset allocation analysis, and a comprehensive portfolio management analysis.
  • Shared KnowledgeShared KnowledgeWe expect every client to sit at our table, shoulder-to-shoulder, to share one of the best advisory relationships in the country. Exos advisors and the management team collaborate and share our insights and knowledge with each other. Together we create some of the best investment solutions available.
  • Open ArchitectureOpen ArchitectureWe are committed to an open architecture platform. We did not create Exos Partners to build or sell proprietary investment product. We maintain an independent perspective.
  • Privately OwnedPrivately OwnedExos advisors and the management team are partners in the firm. We are committed to uncompromised governance and the service and care of our clients.

Commitment to Excellence

Values of an Exos Advisor >
 

Exos advisors focus on delivering high touch client service, creating a culture of collaboration and partnership.

Company Highlights

Established Foundation >
 

Exos Partners was founded by leaders in the wealth management industry with an extensive level of advisory experience.
Securities offered through Exos Securities, LLC, a registered broker-dealer and member of FINRA,
SIPC and wholly-owned subsidiary of Exos Advisors, LLC. Advisory services offered through
Exos Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of
Exos Partners, LLC.
Links: SEC | FINRA | SIPC

© 2009 Exos Partners, LLC, San Francisco, California. All rights reserved.