Advisor adoption of their technology solution results in record growth for the business

AKRON, OH, July 19, 2018 /24-7PressRelease/ — Exact Strategies continues to support their rapid growth with the addition of three industry veterans that will join their team in Managing Director roles. The company announced the additions of Dan Mohr, Todd Reeves and Alan Gray to leadership roles within the company. All three bring impressive backgrounds in asset management, distribution, and executive leadership positions that will expand upon the company’s commitment to redefining how financial advisors manage assets.

Mr. Mohr brings an impressive background in retirement plans with prior positions at Principal Financial Group and Nationwide. Mr. Reeves has a breadth of experience in the trust markets, with executive positions at Capital Portfolio Management and Legacy Trust Partners. And, Mr. Gray brings over two decades of leadership and distribution expertise throughout the advisory channel.

“This move marks the first of several hiring waves we have planned to support our record growth rates,” stated Kyle Wiggs, Head of Sales & Distribution and a Managing Partner of Exact Strategies.

“As more advisors learn about the competitive advantages that our technology can bring to their practice, we plan on adding more industry leaders to our team,” stated Wiggs. “We continue to look for great people that share our passion of helping advisors break free of the constraints and fees of third party asset managers that have failed to deliver on their promises. Advisors, broker dealers and others are finally seeing that they can build their brands instead of building the brands of a third party.”

Exact Strategies is challenging the commoditization inside of the wealth management business by offering custom portfolio solutions that advisors private label and deliver to their clients. The technology utilizes data analytics to find productivity, manage volatility and protect from losses using real-time market data. The company has been selective in the advisors that gain access to the technology, and has recently opened up several areas where they are looking to add strategic partnerships.

In an industry where commoditization is standard, Exact Strategies helps advisors stand out from the crowd with advanced technology solutions expected by today’s consumer. Exact Strategies distributes advanced technology that provides advisors, asset managers, and financial institutions with cutting-edge solutions to improve business and investment outcomes. For more information, please visit their website at, or call them directly at (216)-387-1941.

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