Exceptional Portfolio
Investment-Management
Website
Company Tagline
An online investing platform brought to you by the team at CWC Advisors
Industry Category
Business Keywords
Company Description
Exceptional Portfolio is a leading investment management platform dedicated to providing expert services for creating cost-effective and diversified investment plans. Leveraging a global market approach, Exceptional Portfolio offers a range of investment options, including passive, active, and socially responsible strategies. With a strong foundation built on decades of portfolio management and technology industry experience, Exceptional Portfolio is committed to helping clients achieve their financial goals.
Exceptional Portfolio specializes in security, online investing, and tax-efficient investing, catering to diverse needs such as 401k rollovers and 403(b) to IRA rollovers. Located at 5800 Meadows Road, Suite 230, Lake Oswego, Oregon 97035, US, Exceptional Portfolio is well-positioned to serve clients with innovative and reliable investment solutions.
Exceptional Portfolio is dedicated to optimizing investment strategies and ensuring clients receive unparalleled service. We invite the manager of Exceptional Portfolio to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence. Your dedicated showcase will provide a unique opportunity to highlight Exceptional Portfolio's exceptional capabilities and connect with a broader audience.
Key Personnel / Employees
Compare Companies Side by Side
Compare Exceptional Portfolio with 3 companies in Investment-Management
| Comparison Field |
Exceptional PortfolioMain Company |
StakeView Profile |
Evelyn PartnersView Profile |
Minich MacGregor Wea...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2020 | 2009 | |
|
Company Size
|
— | 51-200 | 1,001-5,000 | 2-10 |
|
City
|
Lake Oswego, Oregon | Saratoga Springs, New York | ||
|
Country
|
United States | |||
|
Skills & Keywords
Comparing with main company
|
9 Total Skills
Investment Management
Online Investing
Tax Efficient Investing
401k Rollover
IRA Rollover
Portfolio Management
Financial Planning
Security
403(b) to IRA Rollover
|
8 Total
8 Unique
Unique Skills:
Capital Sourcing
Crowdfunding
Finance
Fundraising
IT
Online Capital Sourcing
+2
|
14 Total
1 Common
13 Unique
Match
11%
Common Skills:
Financial Planning
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+7
|
17 Total
3 Common
14 Unique
Match
33%
Common Skills:
Financial Planning
IRA Rollover
Portfolio Management
Unique Skills:
401(k) Advice
401k Plans
CFP
Educational Workshops
Investment Advice
IRA
+8
|
4
Total Companies2009
Oldest Founded1
Countries43
Unique SkillsSimilar Companies
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Alternative Company Names
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