To Our Valued Clients:
For more than 9 Years , EXM has lived by a core value—to always be a first- rate trustee leader in delivering innovative financial services in anticipation of the needs of our clients. This lasting value guides us during this challenging time. As the coronavirus (COVID-19) and the related market volatility continue to evolve, I want you to know that everyone at EXM is completely committed to helping you with all your financial service needs. Serving our clients and supporting our employees who help you are our top priorities. We know our clients want to be able to connect with us digitally or by phone, so we are taking extra steps to be responsive to your needs
Staying Connected
You can monitor your account, and perform activities digitally at your portfolio which provides you with easy access to complete these tasks:
- View account information, see transaction history, and edit your personal profile
- Open a new account or contribute to an existing account
- Withdraw funds or Rollover your IRA
Keeping you informed
We are ensuring that our Support team
Are available to serve you 24/7 by creating as much additional capacity as possible to help. With demand, we are seeing record levels of client interactions. Our Support desk are working incredibly hard to help you as quickly as possible, and we ask for your patience if there are wait times.
We are also taking proactive steps to keep you informed of market events and provide you with our timely insights as new developments occur.
Promoting health and safety for everyone
The health and safety of our clients and Employees is most important. Our Headquarters is currently open with enhanced cleaning routines, following best practices; however, we encourage you to consider a phone-based appointment. As we continue to monitor the situation, we may temporarily transition all client service to digital channels and phone.
On behalf of everyone at EXM, I want to thank you for being a valued client.
Sincerely,
Peter S. Buhler
Chairman, EXM Capital
EXM 