Exponent Investment Management is a financial advisory firm focused on helping individuals manage their own assets and achieve financial independence. The company provides unbiased, objective advice tailored to each client’s unique needs and goals. The company uses a variety of tools, including portfolio modeling and analysis, U.S. Securities and Exchange Commission (SEC) filings and other research reports to make recommendations.Go here :https://ex-ponent.com/
The firm understands that not all wealth is the result of happy events such as marriage, children and retirement. Many people’s windfalls come from unexpected sources such as the death of a spouse or business failure, and the firm seeks to help these clients transition from actively pursuing a professional income to a more passive form of retirement income.
Tailored Financial Planning with Exponent Investment Management
Its commitment to transparency is evident through its ability to give its clients immediate access to their accounts and portfolios online. It also offers customized dashboards for clients and their advisors to share data that is specific to their interests and goals. This helps ensure that the advisors and clients are on the same page during phone calls, teleconferences or in-person meetings.
AAII’s proprietary stock grades, which are calculated using A+ Investor, provide investors with a quick, straightforward way to evaluate stocks. These grades are based on five key investing factors: value, momentum, earnings revisions and quality. By clicking into any ticker, you can see its grade for these metrics along with its valuation and the company’s competitors’ grades.…