03/30/2015

Joe Halpern Published in WealthManagement: Beyond Active and Passive: A Third Way for Investors

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s WealthManagement.

Joe Halpern discusses a third option beyond Active and Passive asset management – Standardized, predictable and consistent, defined outcome approaches may help to mitigate against risk and ambiguity aversion – an approach that takes from features of both Active and passive.