- January 14, 2023
Exponent Investment Management is a wealth management firm that specializes in helping business owners and professionals move from active business or professional income to passive retirement income. The firm’s certified financial advisors adopt a simple approach that focuses on designing their financial services around each client’s needs. Go here https://ex-ponent.com/
Their team is not motivated by quotas or big sales, but instead, they want to help clients manage their wealth the way they would if they were a friend or family member. They understand that some people have a windfall or inheritance from a loved one, while others experience a major life change and need help re-imagining their finances.
The firm’s team is well-rounded and includes a diverse set of skills, including investment management, estate planning, tax strategies and legacy planning. They are also committed to putting their clients’ interests first and adopting a fiduciary commitment to their clients.
They offer a variety of financial planning and wealth management services, and they have a strong track record. Their team is backed by a wide range of assets and decades of experience, and their client-centered approach makes them a top Ottawa financial advisor to consider working with in 2022-2023.
Why Exponent Investment Management is the Best Choice for Investors
They utilize a portfolio strategy that incorporates passively managed assets, which help reduce volatility while delivering maximum returns. They also focus on rebalancing to keep their portfolios on track for medium- and long-term objectives.
Their Investment Process is Consistent and Comprehensive
They implement an asset allocation model that consists of global equity, fixed income, cash and alternatives. They also take into account the time horizon of their client’s investments and the risk they are willing to accept.