Investment Management

Investment Management Icon

Exponent offers  discretionary portfolio services.


  • We have a fiduciary duty to our clients. We are required to act in our clients' best interests.
  • Our fees are based on the assets that we manage. You will know and understand what you pay and why.
  • We offer a turnkey service – we take care of everything.

As your investment counsellors, we will:

  • Discuss with you your goals and aspirations, along with your expectations
  • Develop and explain to you how your portfolio will be invested
  • Monitor the portfolio and the investments within the portfolio
  • Provide regular communication so you can stay abreast of the performance and important events that will impact your investments.

 

Find out how Exponent can help, read our latest case study!

 

We’d love to talk to you about how we can help you reach your

financial goals.