An online investment option from trusted financial advisors. Exceptional Portfolio provides the expert services you need to create an on-line, cost-effective and diversified investment plan. Our team combines 100 years of portfolio management and technology industry experience, and our investment management services are designed to offer expert portfolio management while allowing you opportunities for choice and risk tolerance preference. We offer a passive, active and socially responsible investment options using a Global Market Approach to invest in stocks and bonds in both the U.S. and other developed countries. In addition, we emphasis investing for the long term as you strive to meet your financial goals. We have put extensive measures in place to protect your financial information throughout the asset management process.