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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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Recent Posts

  • Podcast: Greg Poapst, of Fundviews Capital, interviews John Beldy from Season 1 of Fundviews Podcast, on the first ever “Update” episode. He has partnered with Exceed Investments to offer Option-Based solutions to the very fragmented RIA space across the United States.
  • Case Study: How Options Investing Can Go Right (and Wrong) Using ARKK As an Example
  • John Beldy Joins Exceed as Partner, Separate Managed Account Program Launch Marks Next Chapter of Exceed’s Option Offerings

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