You currently have a financial advisor managing your money, but something doesn’t feel right. The way your portfolio is performing and the strategy your advisor is using does not align with your long-term goals. You need a financial advisor that provides value for their fee. You’ve made steps towards making your money work for you, but you feel it’s time to shop around to see if there’s a better fit for your life savings.
Let Exponent take over your financial planning and management.
Our company strives to uphold a more personalised and refined standing in an industry that requires clients to be extremely selective. If you are not satisfied with your current financial advisor and portfolio management, it’s for a reason. You expect the agent minding your money to do so with humility and without compromise.
As our client, you’ll get an Investment Policy Statement which outlines how we will work with you, including investment selection, risk tolerance, ongoing communication, reporting, management fees, and transparent execution of speciality items unique to our relationship with you. Let’s start a 15-minute conversation around how we can meet your needs and expectations.
Schedule a 15-minute consultation with us to get started.