Exponent Investment Management ex-ponent is a fee-based financial advisor firm that designs its services according to the needs of its clients. It helps them move from active business or professional income into retirement investment. Its turnkey personalized approach enables them to achieve peace of mind in knowing that their goals are within reach.
The firm focuses on a broad range of global companies and derived industries, minimizing risk by diversification. It also rebalances the portfolio when markets shift, which can help protect investors from unnecessary volatility and ensure they remain on track to meet their long-term objectives.
How Exponent Investment Management Tailors Investment Strategies to Your Goals
Its team includes seasoned investment professionals with deep expertise in the market, including private equity and hedge fund investments. Its advisory services cover everything from asset allocation and risk management to tax planning and estate planning. The company also offers fiduciary and comprehensive wealth management to its clients.
A renowned law firm, Debevoise & Plimpton LLP advised Exponent Private Equity Partners III, LP on its PS1 billion final close. The firm’s London office led the deal with the assistance of associates John Rife and Alex Howard.
Founded in 2021, the fund emerged from stealth today with $50 million in commitments. Co-founders Charley Ma and Mahdi Raza both have extensive experience with fintech and software startups, including Ma leading growth, payments and scalability at Plaid and Razi overseeing growth at stock-trading platform Robinhood. The two started the firm after finding that they had similar investment ideas.