April 20, 2022
Press Room - Main
February 3, 2022
case study: how options investing can go right (and wrong) using arkk as an example
In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies – tomorrow’s most promising
April 25, 2016
shield fund marks one year since launch
(New York, April 18, 2016) – Exceed Investments, a New York-based boutique asset management firm pioneering “defined outcome” investing solutions, today marked the one-year anniversary of its Exceed Defined Shield Index Fund (“The Fund”; “The Shield Fund”)
March 1, 2016
jefferson national and exceed investments launch first “defined outcome” fund within tax-deferred wrapper to help rias and fee-based advisors manage low yield, high volatility market
(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide controlled market exposure with
December 1, 2015
jefferson national and exceed investments partner to launch vit
We are pleased to announce a partnership between Jefferson National, innovator of the industry’s leading tax advantaged investing platform for RIAs and fee-based advisors, and Exceed Investments, a pioneer in defined outcome investing. The alliance
April 14, 2015
exceed investments redefines the future of risk and return with the launch of the exceed structured shield index strategy fund
(New York, April 14, 2015) – Exceed Investments announced today the launch of its new mutual fund which is designed to provide increased control for advisors with specific levels of participation and downside protection. The Exceed
September 23, 2014
exceed investments announces groundbreaking structured investment indexes and co-branding partnership with nasdaq omx
(New York, Sept. 23, 2014) — Exceed Investments announced today they have developed the first defined-outcome indexes based on structured investing strategies. Exceed will team with Nasdaq OMX to promote the patent-pending Nasdaq Exceed Family
June 20, 2014
exceed investments survey finds additional advisor demand for structured investments provided inefficiencies are addressed
(New York, June 19, 2014) – In a survey of 700 financial advisors, Exceed Investments found that perceived and structural inefficiencies were holding back latent demand for structured investments with 20 percent of all respondents
