Ottawa-based fee-based financial advisor Exponent Investment Management Inc. provides financial advice tailored to each client’s needs and goals. The firm specializes in helping professionals and business owners transition from active income to passive income. The company’s certified financial advisors take a simple approach to investing and design financial services based on a client’s individual circumstances. Click Here – http://ex-ponent.com/
Exponent Has Developed A Portfolio Strategy
Exponent has developed a portfolio strategy that focuses on global businesses and brands. It targets companies with recognizable brands and strong franchises. It also prefers dividend payers and businesses with rising revenues. The firm’s approach is personalized and results-driven. Its goal is to provide a strong, long-term income stream for its clients.
Clients of Exponent are eased into the market slowly to avoid the risk of making a sudden move. The goal is to invest at the right price, but patience is necessary to ensure success. When appropriate, Exponent investors use an option overlay strategy, which allows investors to harness volatility and turn it into tax-efficient cash.