Client Focus

Preferred Care

You can rest easy.

Who has my money?

"The money manager does not - in fact, experts say, should not - have access to the client's money. Rather, it is held in a separate custodial account."

Melody Hobson's Personal Finance
The Safeguard Madoff Victims Missed
January 4, 2009

Contact an Exos Advisor

What can Exos do for you?

Click here for ways to request additional information or to arrange a confidential consultation.

If you are like most investors, the past few years have shaken your trust in Wall Street. Major financial institutions have gone bankrupt or needed to be rescued by taxpayers. Stories of Ponzi schemes, SEC investigations and failed hedge funds have dominated the headlines.

Exos Partners understands your concerns, and we want you to know that:

Your assets are held by the world's largest independent custodian, Pershing, in accounts established in your name. You can access your accounts online 24 hours a day, seven days a week, from our secure website.

We thoroughly research every investment before we advise you on your portfolio, and we continuously monitor your holdings. We engage outside experts to evaluate investment managers and strategies. We augment their findings with our own meticulous due diligence.

Exos is a well-funded company with stable business partners. And because we are a private partnership, each of us has an enormous personal stake in your success and the success of our firm.

You can feel confident in your relationship with Exos. Let us earn your trust.

Learn more about Research at Exos.