Whether you are looking for financial planning services, investing advice, or retirement consulting, Exponent Investment Management can provide a comprehensive approach to your unique situation. Their team has decades of experience in the industry and offers a personalized approach to each client. They strive to help their clients save extra dollars, minimize taxes, build and protect savings, and invest in long-term goals. Check this out: https://ex-ponent.com
Initially, Exponent Investment Management will assess a client’s assets and income sources. This will allow them to determine the best strategies for their situation. They will also provide a full financial plan that includes risk management, tax planning, and asset allocation. They will then piece together an investment portfolio that meets their client’s goals and expectations.
ESG Investing and Exponent: A Sustainable Partnership
As a fee-based financial advisory firm, Exponent invests heavily in their clients. This includes a number of professional certifications and ongoing education in the industry. This shows a true commitment to their client’s well-being and helps them stay current with the latest changes in the financial industry.
Exponent is a robo-advisor that offers wealth management, financial planning, and investment-related services. Formerly known as Personal Capital, they offer a robust set of investment analysis tools. The firm uses an algorithm to calculate the optimal portfolio based on aggregated investment accounts and personal goals. Their portfolios use a smart weighting approach which equalizes sector exposure rather than the more traditional market capitalization weighting which tends to overweight large-cap stocks and sectors.