Exponent Investment Management Review

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Exponent Investment Management

Exponent Investment Management is a wealth management firm that puts its clients’ interests first. They’re transparent, offer low fees and provide access to their financial advisors. Their services range from investing to retirement planning to life insurance. They can meet with you in person or over the phone and they’ll create a portfolio that will help you reach your financial goals. More info:

They also offer a number of free tools and resources on their website to help you get started. Investing is an important step in creating generational wealth. It’s especially important for people of color who typically earn less than white households and only own about 15 to 20 percent as much net worth.

Client-Centric Solutions: How Exponent Investment Management Tailors Strategies

The firm is staffed by professionals who are certified and maintain a wide array of industry designations. They understand that each client’s situation is unique and work to build a plan that’s right for them. They’ll work to minimize taxes and build savings while maximizing your income.

Exponent’s third fund closed in February with PS1 billion of commitments, surpassing its target. The company continues to generate plenty of cash and is well-positioned for future growth.