Asset Management that lets you focus your time on what matters most, not the 'markets.'
“Because we’re an independent Fiduciary, we don’t have to sell proprietary products to try to make a commission, or pitch the ‘company funds’.
That doesn’t mean we don’t take a serious and academic approach to asset management.
The Philosophy is simple: a core portfolio that prioritizes the most consistent “Dimensions” of returns. (the characteristics that drive outperformance v.s. the market)
Staying disciplined and leaning into these dimensions has shown significant outperformance v.s. the broad market over decades.
Each and every portfolio we design is custom tailored to meet the goals of our clients, while being positioned to capture as much of each ‘dimension’ as possible. ” – Ian Weiner, CFP®
Information contained herein is intended for informational and entertainment purposes only, and should not be considered investment, tax, legal or other advice. EXOS WEALTH STRATEGIES, LLC does not offer Tax or Legal Advice
Bespoke Wealth Solutions does not offer Tax or Legal Advice
Investment advisory services offered only by registered individuals through EXOS Wealth Strategies, LLC (EXOS) The firm is a registered investment adviser with the state of Texas, Arkansas, Florida, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request.
EXOS does not serve as an attorney, accountant, or insurance agent. EXOS does not sell insurance products or prepare legal documents or tax returns. Additional services may be provided through an EXOS partner of their licensed capacity, fee structure, and set of terms and conditions.
Please contact admin @ exoswm.com for general questions or to request a copy of our prospectus.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Simply Retire offers personalized financial services to help you make your retirement goals a reality.