We believe you are the Exception. Therefore we will never treat you like the rule. We use automation as a tool to serve you, not to make decisions for you. As the Exception you are involved in the construction of your portfolio given your individual ideas,
dreams and aspirations.
Our team knows how important it is for you to be allowed to make decisions according to your wants and needs. We’ll help you with diversified portfolios that offer you choice. You can adjust your investments based on risk tolerance, personal beliefs, and so much more. When you’re ready to see how our customizability offerings benefit you, all you need to do is sign up for an account.
Want to consolidate your accounts and have a professional team guiding you through the process? Exceptional Portfolio will put everything on autopilot for you so you can focus on all the other important aspects of your life. From risk analysis to managing tax efficiency, we’re always here to help.
Our team will manage and monitor all aspects of your accounts, and more. Don’t hesitate to reach out via email or phone call. Just know that we are dedicated to helping you through every aspect of the process, and your financial success is our primary goal. Feel free to contact us today.
Every investor has to have their hard earned money held at a custodian. Charles Schwab provides you with custodial services that include trade confirmations and monthly account statements. When you sign up for an Exceptional Portfolio account you allow our team to make investment decisions on your behalf. All money management activity will be done thru your account at Charles Schwab.
Orion Advisor provides an integrated wealth reporting, document management and digital service platform. We integrate our portfolio management system with Orion Advisor to deliver to you an outstanding client experience. The system is designed for you to view your account and analyze your asset allocation in a number of different ways. If you have a multiple accounts it allows you to see all of your accounts in one snapshot.