Exponent Investment Management offers wealth allocation, pension planning & portfolio analysis services.
The firm’s advisors are committed to providing clients Exponent Investment Management with a high level of service and ensuring they have access to the latest financial information. They also have extensive professional certifications and attend conferences on a regular basis.
They believe that investing is a personal and collaborative process, and they are dedicated to helping their clients achieve their financial goals. Their process involves assessing each client’s current financial situation and establishing an investment plan tailored to their needs.
Their commitment to full transparency allows clients to stay in touch with their advisors through phone calls, teleconferences or in-person meetings. This approach helps to foster trust between the firm and its clients.
Exponent Investment Management: Delivering Outstanding Performance
Its team of certified financial planners are highly trained and educated to ensure they deliver high-quality service. This means that they are able to keep up with the latest industry trends and best practices.
In addition, Exponent Investment Management has a fiduciary commitment to their clients, which means they are legally and ethically required to put the needs of their clients before their own. This allows them to help their clients avoid the costly mistakes that can lead to financial ruin.
They also have a number of client-centric tools to make managing their business easier. These include the J.D. Power Full-Service Investor Satisfaction Study, which is based on feedback from more than 21,000 investors and advisors each year. The report identifies the key drivers of satisfaction and provides a benchmark of excellence for each factor.