Founded in 1958, Exponent: Wealth Management Experts helps clients build and manage their wealth by providing a comprehensive range of services. Its investment professionals have extensive experience across a broad array of asset classes, enabling them to provide insightful counsel on complex issues and ensure clients’ assets are well-positioned for long-term growth.

The firm’s approach includes disciplined risk management, active portfolio management and client-focused service. It also utilizes a variety of tools and research to identify opportunities, including its proprietary equities screener that is designed to identify undervalued companies with significant growth potential.

Charitable Giving and Philanthropy: Tax Benefits and Strategies

Exponent Investment Management has made a strong commitment to its ESG principles, with Lizzie Stazicker spearheading the efforts at the firm since 2010. The team leveraged Novata’s technology platform to streamline the collection of data from portfolio companies, and to create annual ESG reports that are hosted on the company website. This has helped to ensure that the information is shared internally with deal teams, while also ensuring transparency with investors.

The team has a strong track record of success, with three double-digit IRRs in its first fund and more than 3.5 times ROI at payments firm Fintrax and at engineering group bostockwhite, which it sold earlier this year. Xeinadin’s add-on acquisition of H&MV Engineering will accelerate the firm’s international growth, and has a high likelihood of generating a positive IRR.

Ross School of Business alumni are making a difference in the world. Amy Weisman, founder of networking group Exponent Women and Sterling Investment Partners, is one of them. We sat down with her to learn more about her goals, the importance of ‘the ask’ and why inclusivity matters.