Unlike many investment advisors, Investment Expertise by Exponent is a fiduciary, meaning it has a legal responsibility to put your interests first. The firm does not rely on commissions or sales quotas and is instead motivated by the success of its clients.

Exponent Investment Management has a turnkey personalized approach to retirement investing. Its team of fee-only advisers can provide you with everything from tax-efficient asset allocation strategies to cash flow analysis and implementation. Its services are designed to fit your lifestyle and goals.

The Investment Strategies Used by Exponent Investment Management

Established in 2004, the firm specializes in backing family or founder-owned businesses and corporate carve-outs. Recent deals include the buy-in of Irish payments company Fintrax (now Planet Payment) from 3i and the online rail ticket seller Trainline, which it bought from Virgin. It also made four times its money in the veterinary medicines business Chanelle Pharma, which was carved out of quoted distribution group DCC by former Bank of Ireland boss Niall Wall.

Cleary Gottlieb is advising Exponent Private Equity in its acquisition of Kingsbridge Healthcare Group, one of Northern Ireland’s leading private hospital groups. The deal is the latest in a series of investments in Ireland by Exponent, which has committed over EUR 1 billion to date. These include H&MV, a Limerick-based specialist in high voltage engineering and design; Ethos Engineering, Dublin’s leader in sustainable data centre design services; and Galway-based Chanelle Pharma, a manufacturer of veterinary and medical generic pharmaceuticals.

Investors can use AAII’s comprehensive screening tools to identify stocks that are poised to thrive. These include grades for Momentum, Value and Quality, as well as ratios like Estimate Revisions and Quality.