Exponent Investment Management creating and handling a portfolio of investments for clients to help them meet short- or long-term financial goals. This includes coming up with an investment strategy, deciding how to divide an Investor’s portfolio among various assets, such as stocks and bonds, buying and selling Investments for the Client as needed, and monitoring the performance of those Investments.

Investment managers can provide valuable services for individuals of all ages and income levels. Investing in well-managed Investments can help people build generational wealth that they can pass on to their children and grandchildren. In addition, investing can reduce reliance on traditional employment income and increase passive sources of revenue that can be used to supplement other earnings or cover expenses.

Planning Your Future: Navigating Retirement with a Calculator

An effective Investment Management strategy involves diversification, which is the process of spreading an Investment across different asset classes, industries, and geographic regions. This helps to eliminate the impact of poor performance in one Investment and can help reduce overall investment risk.

Another important aspect of investment management is research. This involves examining data, researching companies and their financial statements, and assessing economic risks. It also includes preparing reports for clients and meeting with them to discuss their finances. Depending on their position in the industry, many investment managers need to be registered with their state’s securities agency or the U.S. Securities and Exchange Commission. This requires passing a background check and meeting certain qualifications, such as completing education requirements and obtaining a professional designation like the Certified Financial Planner (CFP) credential.