exceptional portfolio

YOUR QUESTIONS, ANSWERED.

 

EXCEPTIONAL MANAGEMENT

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The Exceptional Portfolio management team has a combined 100 years in the investment management and technology industry. Together we have been creating diversified portfolios for individuals and families for the last 14 years. We are not a team of software engineers who outsource investment decisions to algorithms or to a board of retired investment professionals. We have seen many bear markets including the market crash of 1987, the difficult market cycles during the first Gulf war, the tech bubble in the late 90’s, the aftermath following 9/11, and the great recession starting in 2008. In March of 2009 when the DOW was trading in the 5,000’s we determined the world was not coming to an end and we remained fully invested.

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While we like to keep all the important information about your investments and portfolio growth in our easy-to-use client portal, we understand the importance client communication. If you’re curious about the types of accounts we manage, we have detailed information on a variety of options. If you want to know more about us, you can explore our investment philosophy and details about our team.

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WHAT EXACTLY IS A PORTFOLIO?

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Put simply, a portfolio is the combination of your holdings and investment assets. Our primary goal is to increase the value of your investments over multiple investment cycles as you reap the rewards of successful long-term investing. These successes come from calculated purchases of stocks, bonds, ETF’s and mutual funds that match your particular goals and needs.

 

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HOW DOES IT ALL WORK?

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You will answer several questions which gives us an idea of your investment time horizon and how much risk you are comfortable with. Based on your answers you will be presented with our assessment of where you fit in the risk/reward spectrum. For example you may, based on your answers, be a moderate investor or a conservative investor. You may disagree with this assessment, and that is ok. We believe that choice is very important; you will have the opportunity to change your risk assessment when you are presented with your portfolio choice.

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Once you have chosen your portfolio, you will register yourself into the Exceptional Client Portal. When you login to the portal, you will answer a few more questions that will help us create your account and paperwork. The paperwork will contain a new account application and utilize DocuSign, a secure electronic way to email paperwork to you and for you to return it to us. Once you return the paperwork to us, it will be processed, and your account will be opened. The final steps include your account funding and investing your new portfolio based on your selection.

 

 

 

ACCOUNTS WE MANAGE

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Instead of offering a small range of options, our team specializes in maximizing the effectiveness of a suite of investment choices. If you’re an individual who wants to expand all your options, we can offer streamlined portfolios for your particular lifestyle and goals. Or if you’re part of a family, we offer support for joint accounts, and even trust accounts for the future financial stability of your children.

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Speaking of the future, we believe in planning ahead. We’ll give you all the possibilities for maximizing your retirement potential. If you have an existing IRA Rollover or 401k’s from previous employers we can help consolidate these into a new IRA Rollover account. We can then manage any new IRA or Roth IRA accounts, and SEP IRA accounts. No challenge is too much for our team.

 

 

 

OUR "INVEST IN YOURSELF" PROGRAM

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There are so many ways you can invest in yourself. In the area of your personal finances we urge you to sign up for the exceptional “invest in yourself” program. By setting up electronic funds transfer between your personal checking account and your investment account you can begin saving for your future at a frequency to which you feel most comfortable. You'll be able to manage your fund transfers by completing a form available on our client portal. You may also apply for Schwab Mobile Deposit which makes depositing as simple as taking a picture with your smart phone. Why would you pay bills each month and not pay yourself? Begin investing in yourself today!

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Speaking of future, we believe in planning ahead. We’ll give you all the possibilities for maximizing your retirement potential. If you have an existing IRA Rollover or 401k’s from previous employers we can help consolidate these into a new IRA Rollover account. We can then manage any new IRA or Roth IRA accounts, and SEP IRA accounts. No challenge is too much for our team.

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