Exponent Investment Management is an Ottawa-based firm that specializes in wealth management. Its certified financial advisors adopt a simple approach to design financial services for their clients in accordance with their specific needs and goals. Learn more ex-ponent.com
The firm also strives to provide unbiased financial advice to its clients. Its team of financial advisors is backed by a fiduciary commitment, which means they are legally and ethically obligated to put their clients’ best interests first.
Its client-centered approach to financial planning and wealth management is a key factor in its 5-star rating by NerdWallet. Its advisors offer a wide range of professional certifications to ensure that they stay up to date on current industry trends, changes in laws, and evolving best practices.
Personalized investing is one of the most important factors in choosing a wealth manager. It’s important to find a manager who can personalize investments to suit your particular situation, whether it’s to minimize tax burdens or to manage risk.
Investing for the Future with Exponent Investment Management
This can mean using a variety of different tools and technologies, including direct indexing, fractional share trading, and $0 online commissions. This helps a wealth manager tailor an investment portfolio that meets your needs, as well as maximize long-term returns.
Personalization is a key driver of client satisfaction and the number-three factor in choosing an investment manager, according to J.D. Power’s Full-Service Investor Satisfaction Study.
Exponent Investment Management aims to build a customized portfolio of investments for each of its clients. This involves taking into account their individual income sources, such as pensions and savings accounts, as well as determining their personal goals. It also offers unlimited meetings with a financial advisor to help clients understand their personal financial plans and goals.