Exos Partners

Client Focus

Convenient Account Access

Exos Partners has developed and continues to invest in a suite of products, services and relationships to exceed your needs.

Client statements are produced by our custodian Pershing®, LLC. Industry expert DALBAR ranked Pershing’s client statements first in the annual survey of the financial services industry.

Our clients have access to online account reporting, including nightly pricing of foreign securities and annuities, and service programs, all available via NetExchange Services™.  Exos Partners provides electronic delivery services, including online statements, online confirmations, and web bill pay. 

Online account access is available 24 hours a day, 7 days a week.
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.