Our philosophy is Simple.

More Balance. Less Work.

It’s your life. You have your own dreams. You have the right to define your future. With the help of advisors, we promise to guide you through the many choices offered at Exceptional Portfolio, to arrive at the ones that perfectly align with your life and your goals. We decided it was time for change. We created an online investing platform that provides you choice and access to professional money management. Online investing, fueled by knowledge, simplified by technology. Why? Because we know this: you deserve better than what’s previously been available. Be the exception.

Exceptional Benefits

  • Access to professional investment management at a low cost and low minimum investment.
  • Offers investors choice when selecting their portfolios.
  • Secure online digital account opening process.
  • Your account is held with a well trusted custodian.
  • Access to a learning center where investors can continue to stay informed.
  • Provides 24/7 online access to portfolios on any device.
Why Choose Exceptional Portfolio?

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.

Knowledge Fueled by Technology

Our team believes in the harmony of man and machine. But we still understand the importance of human intuition and interaction with today's technology to keep things running smoothly and avoid any unexpected issues. The bottom line is that our team will always use every tool at our disposal to ensure your investment success. To top it off, our rates are very competitive compared to full service brokers. When you’re ready to experience the cutting edge of investment potential, we’re excited to help you succeed.

WE'RE HERE FOR YOU

During the recession in the fall of 2008, our investors stayed the course and did not panic, even in the face of a short term 50% downturn in the market. Their resilience and vision fuel our passion for the future. Investing can be confusing. Our job is to make your existing assets and financial worth grow over time, no matter what your goals may be. If you’re just looking for a smart investment using today’s cutting-edge technology to manage your 401k investments and give you a better investment alternative, we can help. Or if you’re an investment aficionado and want to use our portfolios as part of your overall asset allocation, you’ve come to the right place. Feel free to contact us today.