We provide optimal, unbiased financial solutions whether we’re working with corporate clients or handling personal wealth.
We balance your time frame for investing along with your current financial position, objectives and attitudes toward risk to create the ideal comprehensive investment strategy. We will then present you with an optimal portfolio and a summary of recommendations. Once an agreed risk-reward relationship has been established, the parameters can be set for all future investment decisions.
We work with corporations, government entities and institutional investors to uncover new opportunities that will maximize profitability. Our asset management solutions can be engineered to align with your company’s operations and business interests. We will provide insights into flows, assets and market climates to help you facilitate growth while maintaining an acceptable level of risk.
Wealth Management
We offer a variety of wealth management portfolios designed for the unique investment management needs of corporations, pension plans, endowments, foundations, public agencies, health care, educational and sovereign organizations, insurance companies and fund of funds.
Risk Management / Hedging
We can help businesses minimize risks while protect profits against volatile equity, fixed-income, foreign exchange and interest rate markets. We can assist in identifying, assessing, managing and transferring the risks businesses face and help improve a company’s risk-related decision-making process.
Cash Management
In order to meet an organization’s liquidity needs, we offer short-term management of cash, currencies and money market
instruments. We seek current income, while preserving capital and liquidity. We place an emphasis on credit quality, liquidity management and portfolio duration in relation to prevailing interest rates.
EXOS offers customized portfolios in the following diversified key areas:
