EXOS Capital Group, LLC (“EXOS”) is a Limited Liability Company with its registered office in Delaware. As a private management company,
EXOS will operate a diversified portfolio of separate management accounts (“SMAs”), retirement planning, estate planning & preservation, business succession, wealth management, and trust administration services.
We aim to bring a high-touch client experience, exceptional investment opportunities through innovative products, and custom-tailored client portfolios delivered across a high-tech client-focused platform to high-net-worth individuals and institutions with USD 1,000,000 or more investable assets.
EXOS will offer private clients and institutions with one million US Dollars (USD 1,000,000) or more in investable assets unparalleled privacy and unrivaled access to the global investment markets and direct access to their private banker.
We aim to deliver absolute returns with a pattern of outperforming benchmarks and broad market indexes with less risk. To help us reach this goal, we follow an investment philosophy that can be summed up in 3 key points.
Through our vast professional network and extensive knowledge and experience in Financial Instruments, we can protect and perpetuate the wealth of our client’s wealth with fully-customized investment programs. Companies that will dominate and lead the next evolution of financial services can offer clients a high-tech but high-touch digital experience across an integrated platform that helps them solve their financial needs when they want, in real-time, and on the go.
To be the premier resource for customized financial solutions, innovative technology, and investment opportunities while building wealth for our clients through high-trust client relationships.