Exceed Investments is a New York-based company specializing in option-based portfolio management. With a focus on enhancing value and providing significant expertise, Exceed offers strategic alliances with asset managers and advisors to construct and manage option-based strategies, catering to various market environments and offering advantages such as higher yield, risk reduction, and leveraged opportunities.
With a history of strong risk-adjusted performance and a team boasting over 40 years of options-focused experience, including structured products and derivatives, Exceed Investments is at the forefront of innovation in the industry. Led by founder Joe Halpern, the company combines the beneficial elements of structured notes with mutual funds, providing a defined level of downside protection and continuously striving to offer unique and effective investment solutions.
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