About Us

Experts in Derivative Based Strategies

Exceed Investments is a pioneer in the Defined Outcome investing space. Defined Outcomes are financial products that provide a high degree of definition to the exposure taken on by the investor. The market has over $2 trillion in assets under management globally.  (Examples of Defined Outcome products include structured notes and indexed annuities.)

Exceed has introduced a number of innovations in the space including: allowing for easier implementation of Defined Outcomes within model portfolios, additional transparency in regards to product holdings, and increased liquidity.

Exceed has successfully launched:

  • A family of Defined Outcome indexes in partnership with Nasdaq
  • Mutual Funds in partnership with Catalyst Funds
  • A Variable Annuity in partnership with Jefferson National (since acquired by Nationwide)

Exceed has expertise in the following:

  • Indexes
  • Mutual Funds
  • ETFs
  • Annuities (Fixed and Variable) / Life (market driven)
  • Structured Notes
  • Option strategies

To learn more, e-mail info@exceedinvestments.com