Mexus Wealth Management

Mexus Wealth Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Mexus generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.