About You
Your current corporate position comes after years of developing your skills and nurturing your reputation and network. We have extensive experience working with corporate executives and are well-equipped to meet your needs. At Exponent, you have access to the decision makers in an environment where your needs are paramount. You will receive unbiased advice as opposed to ‘feel good’ sales practices so your plan works for you.
Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.
Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.
Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.
We are offering a complimentary financial gap video analysis to investors with 500k+ to help you determine if you are on track for retirement.
Fill in the form and one of our advisors will review your situation via a video analysis.
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A tech worker in his 50s, Max did get another job, but had to take 30% pay cut Situation: Concern about debt hangs over middle class
They also want to give their two children $30,000 each for weddings or a good start in adult life Situation: Couple in mid-30s wants to retire
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