Exponent Investment Management – A Trusted Choice For Investors

Exponent Investment Management

With a team of experienced investment professionals, a focus on personalized service, and a strong track record, Exponent Investment Management is a trusted choice for investors who are seeking comprehensive investment advice and management services. The firm offers wealth management, retirement planning, portfolio management, and tax planning services to help clients achieve their financial goals and secure their financial future.URL:www.ex-ponent.com

The company’s investment professionals use a combination of rigorous research, data analysis, and market insight to make informed investment decisions that help clients maximize their investments’ potential. They also offer a variety of customized portfolio management services to meet each client’s unique needs and investment objectives.

Exponent Investment Management: Your Partner in Financial Success

Exponent Investment Management understands that a person’s financial goals extend well beyond investment returns. The company’s financial planners work closely with clients to create comprehensive financial plans that address a client’s needs, including retirement planning, wealth preservation, and education funding. The firm also provides tax planning services to help clients minimize their tax liability and maximize their investment returns.

Prior to working with OnActuate, Exponent Investment Management used a number of disparate, disconnected systems to manage their financial services – wealth management business. OnActuate recommended Microsoft Dynamics 365 CE Client Engagement Sales to provide the company with a centralized, comprehensive system that supports all aspects of their client engagement and relationship management processes. The solution went live in January 2020, just before the COVID lockdowns began, and Exponent was able to shift to a remote business model without missing a beat.

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