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April 28, 2015

JOE HALPERN PUBLISHED IN SEEKING ALPHA: FIRST OF 3 DEFINED EXPOSURE MUTUAL FUNDS LAUNCHES

An article published today in Seeking Alpha describes the launch of Exceed Investments first mutual fund (SHIEX).

Exceed Investments CEO Joseph Halpern states that, “The Exceed Structured Shield Index Strategy Fund enables advisers to easily access a tailored approach to conservative equity exposure. Our transparent, standardized product reduces market ambiguity and we believe it allows for a higher level of confidence in pursuing desired investment objectives.”

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  • The Psychology of Concentrated Positions: Helping Clients Take Action Through Structure
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