Corporate Executive

About You

Corporate Executive

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.

Corporate Executive

About Us

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.

Financial Gap Video Analysis

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.

Gain valuable insights and information to ensure that you are well-prepared for your golden years.

Receive a precise monthly savings target to effectively plan and manage your finances, ensuring you reach your savings goals with ease.

identifying gaps early, take proactive measures to mitigate any potential financial risks

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Schedule Consultation

Schedule a complimentary consultation for clarity about your situation. Clarity provides peace of mind. Start with a conversation. It will only take a few minutes.