Exponent Investment Management Review

Exponent Investment Management is Ottawa’s largest fee-based financial advisor firm

The goal of Exponent Investment Management is to provide you with objective financial advice. Its financial advisors are certified and maintain a wide range of industry designations. Whether it’s preparing you for the changes that are coming, or analyzing your specific needs, they’ll always remain objective and transparent. They’ll also give you access to your portfolio online, so you can see exactly where your money is at all times.

The firm’s experienced team provides a variety of services, including financial planning and investment portfolio management. Unlike other advisors, this firm puts its clients’ interests first. Its services include investment portfolio management, retirement planning, and life insurance. You can meet with one of its advisors over the phone or in person. They’ll work to create the best plan for you and your financial situation, minimizing taxes and building savings.

The fees of financial advisors vary, and some firms charge their clients based on their time. Some charge a flat fee, while others offer flexible payment plans. If you’re on a tight budget, you’ll love that fees for the services of financial advisors are only $180 an hour. This means that you’ll get great https://ex-ponent.com financial advice without breaking the bank.

Exponent Investment Management offers wealth allocation, pension planning & portfolio analysis services

Exponent Investment Management provides clients with wealth allocation, pension planning, and portfolio analysis services. Its technology-driven wealth management platform enables advisors to build individualized portfolios for their clients. The platform starts with a thorough analysis of a client’s financial situation, which then leads to the development of a personalized financial plan, asset allocation, and investment strategy. The technology behind the platform includes data analytics, digital advice capabilities, and portfolio accounting and performance reporting.

Solovis is a multi-asset class, multi-currency portfolio management platform that integrates open architecture asset management with an intuitive collaboration platform. It supports multiple portfolios, multiple pools of capital, and allows for comprehensive data consolidation. It also allows clients to easily access and collaborate with advisors and other stakeholders, making it an ideal investment management solution.