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XPYRIA is a Pittsburgh, PA based independent investment advisor. Since our inception in 1990, we have provided the smaller institution and private market client with a level of investment management service and expertise traditionally reserved only for clients with hundreds of millions of dollars to invest.
Our 10 employees average 9 years with the firm and are devoted to developing and maintaining investment strategies that are suited to the unique goals, objectives, and risk-tolerances of each client relationship. As a client's Chief Investment Officer, our objective is to help our clients meet or exceed their financial goals. We maintain significant resources, proprietary databases, and modeling capabilities to ensure the best results for our clients. Our consultative approach to portfolio management and reporting is centered upon the selection and placement of our client assets with independent investment managers (mutual funds or separate accounts), which we select based on our intensive and proprietary research of thousands of managed investment options that exist globally.
To achieve the best results for our clients we have remained free from any conflicts of interest. We have no affiliation or financial relationship with anyone except our clients. Our only income is the fee that our clients pay to us.
The Principals of the firm have built trusting relationships with our clients, which is the cornerstone of our success as a wealth management firm. In fact, our most recent client survey in the Fall of 2010 shows that 96% of the respondents would feel comfortable recommending the services of XPYRIA to family, friends, and colleagues.
Today, XPYRIA currently serves approximately 150 clients with total assets under management approaching $500 million. The 2010 Registered Investment Advisor Study conducted by Charles Schwab, shows the median number of clients per investment staff member for our peer group is 65 to 70 clients per staff member. Having less than 20 clients per staff member and utilizing cutting edge productivity software allows XPYRIA to deliver the highest level of attention and service to our clients.
1. A base of knowledge or skill acquired over time; A viewpoint gained through being involved with people over a period of time.
2. Experience in life over time; Active involvement in an activity or exposure to events or people over a period of time that leads to an active world view.