Xpotential Advisors

Answer: Xpotential Advisors's official website is https://xpotential.com

Answer: Xpotential Advisors's revenue is Under $1 Million

Answer: Xpotential Advisors's SIC: 7361

Answer: Xpotential Advisors's NAICS: 561312

Answer: Xpotential Advisors has 1-10 employees

Answer: Xpotential Advisors is in Investment Management

Answer: Xpotential Advisors contact info: Phone number: Website: https://xpotential.com

Answer: For more than 20 years weve been helping clients reach their financial goals by providing a unique approach to investment management and career advisory. We are a different kind of investment firm than most other in the industry with three major differentiators. 1 Dedicated focus on tech professionals: Having worked 30 years in the high tech industry, we have walked in our clients shoes. We have firsthand experience on what its like to be an employee of a startup that has gone public. We have run a high tech executive search firm and helped build teams for over 45 IPO's or aquisitions. As wealth managers, we have advised 100s of tech professionals with a focus on their investment portfolios, retirement plans and optimal handling of company stock options. 2 - Unique risk management approach: We have a very particular approach that we have developed over a long period of time that focuses on knowing when and how to adjust portfolio allocations to protect wealth during cyclical downturns that occur every 5 10 years. 3 Credentialed Fiduciaries. We are fee-only fiduciary advisors obligated to put your interest above all else. Portfolios are managed by holders of CFA, CAIA and CIPM financial designations. The CFA is widely considered to be the gold standard in the field of investment analysis and one of the most respected in finance.

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