Get up to $13,000 when you roll over

In today’s volatile market, deploying your retirement funds into high-quality compounding stocks after sell-offs can be a highly profitable decision long-term.

Plus, with our IRA Rollover Award, we offering significant awards (up to $13,000) for rollover transfers to a EXM IRA. 

Getting started is easy. Just send an email with your latest  IRA/401(k) statement to support@exmcapitals.com. Our IRA Concierge will take it from there 

You can roll over a Traditional, Roth, SEP or  SIMPLE IRA, as well as a 401(k) or 403(b) plan. You can combine rollovers to maximize your award. We also allow partial rollovers.

All IRA, 401(k), and 403(b) rollovers are eligible for the rollover award. Don’t know where your 401(k)s are? Our team can help you track them down.

How are EXM IRAs different?

Unlike other investment managers, we aim to outperform the market index over the long term.

How? By investing your retirement capital in a concentrated portfolio of high-quality equities (“compounders”), hedging your positions during downturns, and rebalancing your portfolio each quarter.

From our IRA Inception February 2018 through the March 2020 quarter end, we have outperformed the market and other IRA providers, after fees.

Returns Shown above are after fees and include dividends.

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