Jul 27, 2024

Exponent Investment Management Announces Second Fund

Exponent Investment Management offers comprehensive wealth planning, retirement planning, and portfolio analysis. Its advisors work with clients to understand their goals and help them develop a strategy that achieves those goals. The firm uses a disciplined investment approach and seeks to generate superior risk-adjusted returns over the long term. It also strives to minimize client costs by minimizing commissions and other account fees.

The company’s team of experts understands that not all wealth is the result of happy events. Financial windfalls can come as a result of divorce, the death of a loved one, or the closure of a beloved business. This is why Exponent takes a human approach to managing its clients’ assets and investments.

TechCrunch reported that the New York-based startup has closed on $75 million in commitments to its second fund, bringing its total funding to $125 million. The fund will invest in early-stage companies spanning enterprise software, fintech and payments, infrastructure, applied AI, and vertical SaaS. Its limited partners include Carnegie Mellon University, Cook Children’s Health Care System, and LGT Capital Partners.

Exponent Investment Management: Personalized Financial Planning

The company’s advisors are certified and hold a wide variety of industry designations. This ensures that they can provide unbiased advice and guidance. In addition, they are fiduciaries, which means that they always put their clients’ interests first. This is an important aspect of a trustworthy financial advisory firm. It is what sets it apart from others in the industry and allows clients to feel confident that their financial futures are secure.