04/14/2015

Joe Halpern Quoted in Seeking Alpha: Exceed Structured Shield Fund Is A Paradigm Changer

In an article published today in Seeking Alpha, author, Chris Sandys describes the Exceed Shield Index Fund, SHIEX which provides passive, synthetic exposure to the S & P 500. He explains how the Exceed mutual fund offers downside protection to minimize losses with a floor at 12.5% and a cap at 15%

Exceed CEO Joe Halpern states, “Given where the market seems to be in its cycle after a great secular bull run, we felt that market participants were searching for wealth preservation vehicles rather than more aggressive exposures. The Protection index reshapes the investors risk/return exposure to the S&P providing a more consistent and predictable approach to wealth preservation while also allowing for stable growth.”