Providing clients with investment portfolio management, financial planning and pension planning services, Exponent has the skills to meet the needs of individual investors. Its team of fiduciary advisors takes the time to understand each client’s unique situation and financial goals before advising on what types of investments should be made.
Exponent Investment Management’s strategy focuses on diversification and rebalancing. This minimizes risk on your assets while allowing them to remain on track for medium- and long-term objectives. The firm also avoids market timing and speculation. Exponent also helps protect their clients’ investments by minimizing account-related costs and taxes.
An Overview of Exponent Investment Management Services
Founded by former executives from Plaid and Robinhood, New York-based startup Exponent Founders Capital has emerged from stealth mode with the launch of its second fund. The $75 million fund will invest in early-stage startups across enterprise software, fintech and payments, infrastructure, vertical data and applied AI. Exponent is backed by Carnegie Mellon University, Cook Children’s Health Care System and LGT Capital Partners, among others.
In addition to its fund management and wealth advisory capabilities, Exponent offers a fully integrated portfolio management platform called Solovis. It combines open architecture asset management with intuitive collaboration and allows clients to view all their accounts in one place. The platform is designed to help advisors and their clients achieve their financial goals by consolidating data, reducing transaction fees and taxes, and supporting cross-asset class investing.
Unlike many of its competitors, Exponent does not sell proprietary products or receive third-party commissions. Instead, the firm relies on a best-in-class fee structure that puts its clients’ interests first. Moreover, its team members have a variety of professional certifications that require regular renewal. This demonstrates their dedication to staying up-to-date on industry trends, best practices, and regulatory changes.