For more than 20 years we’ve 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 it’s 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 100’s 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.





Xpotential Advisors

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Xpotential Advisors

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