John Beldy Joins Exceed as Partner, Separate Managed Account Program Launch Marks Next Chapter of Exceed’s Option Offerings

Exceed Investments is proud to announce that John Beldy has joined Exceed Investments with his first initiative to spearhead the launch of a Separate Management Account (SMA) program.  John Beldy joins the firm with over 25 years of relevant options experience, including the last 15 years of being a Manager of Options Trading at Charles Schwab.

The SMA program will feature the Exceed Covered Call strategy, a portfolio management strategy that John Beldy has managed since 2013 and several other well-known option strategies. Advisors will also have the ability to work closely with Exceed in constructing and managing customized option strategies on behalf of their client base. Currently, Exceed’s SMA program is available on the TD Ameritrade platform.

“Exceed is excited to embark on its next chapter with John Beldy, partnering with Registered Investment Advisors in providing cutting-edge option-based strategies to its client base. Options continue to increase in popularity based on their unique hedging and participation features yet are difficult to use – with over 50 years of combined experience and a history of innovative product and partnership, Exceed is an ideal choice for any RIA looking to provide a differentiated, value-add service for its client base” according to Joe Halpern, founder of Exceed.

John Beldy brings to Exceed over 25 years of options trading experience. Before joining Exceed, John founded Sentry Capital Management, a hedge fund focusing on a covered call strategy – a strategy now available within the Exceed SMA program. Sentry recently integrated with Exceed. Prior, John was a Manager of Options Trading at Charles Schwab. In his role at Charles Schwab, he consulted with investment advisors, frequently assisting them in Options strategy construction as well as pricing and execution. Before joining Charles Schwab, John was a market maker in both options and ETF’s, initially on the Pacific Options Exchange and subsequently on the American Stock Exchange.

“It is a great honor to partner with Exceed and to work with Joe Halpern to launch the SMA program.  Equity Markets are volatile, and Investors are faced with the challenge of reducing portfolio risk while at the same time generating stable returns.  With our product and service offering, we will ease Investors’ fears and provide risk-adjusted returns to keep Investors on track to accomplish their long-term investment objective,” according to John Beldy.

Currently, Exceed sub-advises on four option-based strategies for mutual fund companies, including the five-star Catalyst Buffered Shield Strategy (SHIIX), and provides a Separately Managed Account (SMA) program currently available on the TD Ameritrade platform.

Areas of expertise include:

• Portfolio Management
• Strategy Construction
• Risk Management
• Trading
• Pricing
• Analysis & Consultation

For more information, please get in touch with John Beldy, [email protected]