What Separates Xpyria From the Rest?

• We are a fiduciary. We place our clients' interests above all else.
• One or more of our Principals are responsible for every client relationship indefinitely.
• We are a client-centric, independent, research-oriented firm.
• Our only source of compensation is the fee paid to us directly by our clients for our asset management services. Client satisfaction and retention is our sole means of success.
• All of our new business opportunities come to us from "word of mouth" referrals. Our focus is now and will always be on client service.
• The service we are proposing to you is the only service we offer. One hundred percent of our time and attention is spent on providing investment advisory services to our clients. All of our resources are focused on this pursuit.
• XPYRIA has endeavored to generate strong risk-adjusted returns for its clients. Our disciplined approach through the toughest of market environments has been the driving force for these strong returns. An ability to maintain a disciplined approach requires conviction in our research and strategies.

Working as a fee-only fiduciary, we are able to establish portfolios consistent with client-specific needs. We have tenured, experienced employees with long client-memory who endeavor to protect you from harm and make you money. The employees' knowledge of issues related to the money management process is extensive.

We do not receive any compensation from any of our investment vehicles, enabling us to choose the best options for our clients rather than gravitating toward products that generate the most income for an advisor. Client satisfaction and retention are our sole means of success.

We make it a priority to provide sound education to our client. We understand that every client situation is unique and every asset management solution is client specific. For this reason, we offer custom investment solutions for each client. A Principal of the firm takes the lead for every client relationship ensuring continuity and accountability for the life of the relationship. This Principal will work closely with you to create a financial plan.

Most importantly, we are a client-centric, independent, research-oriented firm. We will never try to sell you a product, because we have no products to sell. Our investment universe is not bound to a specific fund family or other captive arrangements (investment options are virtually unlimited). The service we are proposing to you is the only service we offer. One hundred percent of our time and attention is spent on providing investment advisory services to our clients. All of our resources are focused on this pursuit. Our focus is now and will always be on client service.

We challenge you to find an established firm of our size and capability with a lower client-to-professional ratio. We do not think you will. From our inception over twenty years ago, we have actively managed this ratio to ensure the highest level of access to and service from our professional financial services staff.