Whether you are just beginning your journey as an investor or have accumulated substantial wealth, Exponent Investment Management will help you develop a comprehensive financial plan that’s aligned with your goals. The firm’s advisors are well versed in many different investment strategies and will work with you to minimize taxes, build savings and maximize income. They’ll also take the time to learn about your personal situation and financial goals, and will create a portfolio that’s tailored to you. Go here :http://www.ex-ponent.com/

Your Financial Journey with Exponent Investment Management

This Ottawa-based firm is one of Canada’s largest fee-based financial advisory firms and offers a wide range of investment products and services. Its advisors are experienced and hold a variety of industry designations, and they offer a personalized approach to investing. They understand that every client’s situation is unique and will build a custom plan for you to meet your needs and achieve your goals.

Exponent has partnered with Limina, a cloud-based enterprise investment management software provider that helps improve workflows and decision-making. Its real-time platform allows for improved reference, analytics, and pricing data as well as compliance and investment book of record functions.

In addition, it has partnered with Novata, a provider of ESG data collection software and reporting solutions. The system makes it easier for the company to identify and evaluate ESG issues in its portfolio companies.

Whether you’re looking for a buy, sell or hold, AAII provides an extensive library of timeless articles and actionable research. You can use our robust screening tools to find stocks that align with your portfolio’s objectives, risk tolerance and allocation. We also provide stock grades for Value, Momentum, Quality and Estimate Revisions to give you a complete picture of a company’s health.