eXact Strategies

Empowering financial advisors with the technology to withstand the test of time. Empowering their clients with the technology to better promote investment outcomes that will enable them to achieve their financial goals. They accomplish this by licensing our technology to a select group looking to manage client portfolios using the most current market data, rather than outdated investment models. Exact Strategies’ technology utilizes sound mathematics and empowers each piece of your portfolios to identify and move towards productive asset classes or align volatility. Traditional methods often penalize investors with predetermined allocations and prohibit investors from seeking safety in times of market stress, or opportunities in times of market growth.