Exponent Investment Management

With a focus on passively managed asset classes that are well-diversified by geography and industry sectors, Exponent Investment Management seeks to optimize your portfolio for maximum long-term returns with minimal risk. They are also committed to transparency, allowing clients to see their accounts online at any time. They also rebalance portfolios as necessary to stay on track for medium- and long-term objectives.

Unlike many other financial advisors, this firm is a fiduciary, meaning it is legally bound to put your interests ahead of its own. This approach builds trust within the client-advisor relationship and enables you to have clarity that your advisor is working hard for you and not merely meeting quotas or making sales.

Top Strategies Used by Exponent Investment Management to Maximize Returns

In addition to their traditional investment portfolio management services, Exponent Investment Management offers comprehensive wealth management planning and tax planning. Their team of certified financial professionals is knowledgeable in all aspects of the markets, enabling them to provide sound advice and guidance on how to meet your goals.

The firm was founded by Charley Ma and Mahdi Razi, who are former executives at Plaid and Robinhood, respectively. The fund has already received investments from nonprofit endowments and hospitals, including Carnegie Mellon University and Cook Children’s Health Care System. The fund will invest in early-stage companies spanning enterprise software, fintech and payments, infrastructure, applied AI and vertical SaaS in the US, Canada and Europe.