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The Company

Excelsus Capital Management was founded in 2004 as a Registered Investment Advisor (RIA) located in Manhattan Beach, CA.  Our guiding principle is to elevate wealth management with integrity; we accomplish this by placing the utmost value on our clients’ financial goals and objectives. We’re in the business of building long term advisory relationships that are based upon trust and quality client service. Our firm has adopted a Code of Ethics which sets forth high ethical standards of business conduct that we require of our employees, including compliance with applicable securities laws. Excelsus Capital Management, Inc. and our personnel owe a duty of loyalty, fairness and good faith towards our clients.

Excelsus Capital Management believes that an experienced and educated investment advisor when combined with clients who desire a fiduciary working relationship is the best partnership for investment planning and asset management. As an invesment firm, we are dedicated to providing the sound guidance, expertise and customer care that are required in every phase of our clients’ wealth management plans to be successful. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background.

If you have any questions or would like to meet to discuss your financial planning needs, asset management, or investment strategies, please contact us at 1-310-376-1367.

Thank you for exploring our Web site and becoming acquainted with our firm and our wealth management capabilities.