The core business model at EXACT Strategies revolves around a relentless passion to provide better investment outcomes for clients. We do this by offering a handful of advisors our software-based tools to manage client portfolios around sophisticated mathematics.
As a financial technology firm, we work directly with advisors to design custom portfolios for their clients. We show advisors how to create better results, and this creates a distinct competitive advantage for the advisors that work with EXACT Strategies.
As a pioneer in software based portfolio management systems, our technology is built around customized solutions for each one of your clients. We specialize in building models that have stable returns, that monitor risk and volatility levels and that strive to maximize the client's exposure to productive asset classes.
A demonstration of our software is a typical first step in learning more about how we might bring better investment results to you and your clients. This can be one of the most enjoyable experiences we can share. Our team can show how to build custom portfolios that remain scalable across hundreds or even thousands of clients, helping to finally solve each clients investment related problems.
Losses inside any portfolio can take an emotional toll on a client, and often take a very long time to regain lost ground. Our methodology is designed to improve a client’s probability of profit capture and loss avoidance.
An investor in a fund tracking the S&P 500 would have to endure nearly 12 years of weak productivity after the early 2000’s tech bubble burst just to get back to where they started. Buy and hold strategies punished many investors during this time frame.
The active management approach employed here at EXACT Strategies attempts to avoid these destructive downturns that passive investment methodologies can create.