With a variety of professional certifications, Exponent Investment Management has strong industry ties. This enables them to deliver unbiased advice and services to clients. Moreover, their wealth management experts are well versed in the latest trends and best practices. This includes their commitment to fiduciary duties, which is a legal requirement to place client interests above all else. Learn more: http://ex-ponent.com/
Those with more than $100,000 in investable assets can get a free investment analysis and consultation from Exponent. They answer a few intake questions that cover their financial situation, goals and risk comfort level to receive a personalized investment plan. They also have access to a fee-free cash account for short-term holdings.
Diversification Demystified: How Exponent Investment Management Balances Portfolios
The firm uses a proprietary investment model to personalize the portfolio construction process for each client. The model focuses on long-term objectives with minimum risk and maximum potential while avoiding short-term volatility. It combines passively managed asset classes to deliver consistent, diversified returns. Its “smart weighting” approach evenly allocates equity sector exposure to help reduce risk while achieving higher risk-adjusted returns.
In an industry where a personalized investing experience is quickly becoming the top factor for choosing advisors, Exponent has embraced this trend. Its streamlined online investment platform is powered by the latest technology and tools to enable advisors to provide a unique experience to their clients. Its unified wealth management platform integrates data from clients’ aggregated financial accounts and uses a holistic risk assessment to create an individualized portfolio.