Types of Accounts We Manage:

• Operating
• Retirement Plans
  • 401k
  • Profit Sharing
  • SERP
  • Pension (Defined Benefit)

XPYRIA Investment Advisors has collaborated with businesses for over 20 years. We aim to develop a partnership with our clients. As it pertains to operating assets, we understand the various facets of a business and can structure an appropriate investment strategy to address both short-term liquidity needs and the longer-term desire for capital appreciation.

In addition, XPYRIA understands that the proper execution of a company's retirement plan is crucial to its long-term success. We have worked with businesses to develop cost-effective solutions that offer high quality investment vehicles designed to drive performance for its participants. We offer a robust, yet simple plan designed to maximize efficiencies, minimize costs, and promote the long-term interest of participant and sponsor alike.

In addition, we will:

• perform asset/liability analysis
• provide fiduciary investment oversight
• analyze outside investments
• provide counseling on investment matters
• develop, document, and update an investment policy