With a variety of professional certifications, Exponent Investment Management is one of the top financial planners in Ottawa. Their commitment to ensuring their team of certified financial planners is comprised of the best professionals in the industry shows they care about their clients. It also means they keep up-to-date on new trends, changes in laws, and evolving best practices. This link:ex-ponent.com
They provide a comprehensive range of services including financial planning, investment portfolio management, retirement planning, life insurance, and estate planning. They are dedicated to helping their clients create a plan that will allow them to achieve all their financial goals. They work with their clients to determine their unique needs and provide personalized guidance to meet those needs.
The Art of Investing: Insights from Exponent Investment Management Experts
As part of their financial planning service, they help to establish an investment portfolio that is aligned with a client’s risk tolerance and personal goals. They use a combination of passively managed asset classes to ensure that the investment portfolio has minimal volatility while aiming for a maximum long-term return.
They make buy and sell decisions on behalf of the fund/portfolio, monitor a portfolio’s performance against predetermined benchmarks, and deliver investment returns in line with the fund/portfolio’s objectives. They also perform a range of operational and administrative activities to support the portfolio’s investment process.
It can be challenging to determine which stocks are a good choice. One way to narrow down the list of potential candidates is to check out which stocks smart money investors are collectively bullish on. While these investors don’t always get it right, on average their consensus picks have generated strong returns after adjusting for known risk factors.