EXM Capital Crosses $200 Million in AUM
We just crossed $200 million in assets under management (AUM), a huge milestone we couldn’t have achieved without you. And one we achieved in only 9 years time, making EXM Capital one of the fastest growing asset management firm.
Given the impact COVID-19 has had on the economy, we don’t take our business’s strength for granted. The full team has been working day and night (remotely) to make EXM Capital the best it can be. And we’re really still just in the 1st inning of our journey
The Wall Street Restaurant
EXM Capital’s launch in 2011 was largely born out of frustration. The way we had managed money for wealthy clients was much different than the passive ETF approach often recommended to our own friends and family.
To us, Wall Street was like a restaurant. Have only $10,000? Here’s the normal menu. Have $10 million? Let us show you to a private room in the back of the restaurant, with a 7-course meal. We were determined to bridge that divide
We launched our first investment strategy, EXM Flagship, in February 2011. In just 9 years, Flagship has grown faster than we ever predicted:
• From $200k to $200+ million in AUM
• From 5 to 550+ clients
• From $0 to $38+million in net profits for clients
EXM’s growth has accelerated during COVID-19 to record levels, a testament to the strength of our trading platform and business. As such, despite being backed by some of The best investors, we are no longer dependent on outside funding.
Unlike other companies pursuing growth at all costs, we’ve laid the foundation for a multi-generational firm. This enables us to take a long-term view with your capital and provide you things that others can’t, like investment strategies that previously had $100K minimums.
Only the 1st Inning
Our journey is truly just getting started. Here’s a sneak peek of EXM’s future:
• New account types (like Joint, Custodial, Trust, and SEP IRAs)
• More proprietary investment research
• More third-party integrations
• More performance metrics
• Full-fledged web app
How You Can Help
If you’re loving EXM, there are a few ways to help advance our mission:
- The biggest endorsement is through your relationship with EXM Capital as your active money manager. If you have accounts elsewhere (taxable, IRA, 401K, 403B), you can roll them over to EXM Capital easily. Just message the support team at info@exmcapitals.com
2. Help us spread the word! You can tell your friends, family, and colleagues about EXM Capital, or write a positive review online. Reminder: we don’t spend money on marketing to grow. We rely solely on the reviews of our valued clients.
We’re honored to manage over $200million for 559+ clients from all walks of life, with a shared mission: to compound capital at higher rates through the most transparent, high-quality investing experience on the planet.
Onward!
Peter Buhler
Chairman EXM Capital
EXM 