E3 permeates Exencial, from our guiding philosophy to our work processes.
For instance, our investment strategies follow their own form of E3. We Evaluate our clients’ money goals and create a model portfolio for each client tailored to their needs. We then Execute trades to keep clients in model, and occasionally Evolve the model based on market expectations or changing plans. This cycle greatly improves our ability to provide the strategic planning needed to meet our clients’ familial, occupational and recreational goals.