Private Wealth Advisory.

Making the complex simple, without compromising on quality is one of the most common challenges successful wealth holding struggle with. They tell us about complicated and time-consuming coordination, inability to identify and access the best advisors, and the risk associated with fragmentation are all concerns that led us to offer fully facilitated, shared Private Wealth Advisory Services.

An approach that matches the needs and preferences of each wealth

XPND engagement adapts to how each private wealth beneficiary wants to manage their financial affairs.

Client advisory services

  • Needs assessment

  • Coordination of advisor due diligence & selection process

  • Multi-disciplinary advisor facilitation

  • XPND-curated knowledge resources & thought leadership

Our investment team has developed a disciplined and systematic approach to the allocation of capital and risk across global public and private markets. The goal is to provide a superior, long-term, risk-adjusted return for our clients.

Our investment philosophy is built on four solid principles:

  • Clear goals: The first step in any successful investment strategy is to set clear and achievable investment goals. This includes defining your time horizon, risk tolerance, and return expectations.

  • Diversification: Diversification is essential to managing risk in your investment portfolio. It involves spreading your investments across different asset classes, sectors, and regions to reduce the impact of any single investment or event on your overall portfolio.

  • Vision: Investing requires a long-term perspective, as short-term fluctuations in the market can be unpredictable and volatile. Sticking to a disciplined investment strategy and avoiding knee-jerk reactions to market fluctuations is critical to achieving long-term success.

  • Analysis: Fundamental analysis is a method of evaluating the underlying financial and economic factors that drive an investment's value. It involves examining financial statements, industry trends, independent study and other indicators to determine the intrinsic value of an investment and whether it is undervalued or overvalued.

Building a resilient portfolio is foundational to our investment approach

We know with certainty that every investment incurs some level of risk, but our focus is on taking measured levels of risk to realize a sufficient level of return to meet our families’ long-term objectives. Our strategy focuses on protecting from loss while participating in growth opportunity. From the inception of our strategy, we have provided above-market returns with lower volatility.

The building blocks of the XPND Strategy:

  • Risk: This refers to the likelihood of losing money on an investment. Generally, investments that carry higher risk have the potential for higher returns, while investments with lower risk tend to offer lower returns.

  • Return: This is the profit or income that an investment generates. The return on an investment is typically expressed as a percentage of the amount invested.

  • Time Horizon: This refers to the length of time an investor plans to hold an investment before selling it. Different investments may have different recommended time horizons.

  • Asset: This is the process of dividing an investment portfolio among different asset classes, such as stocks, bonds, and cash, in order to manage risk and achieve the investor's goals. The right asset allocation will depend on an investor's risk tolerance, time horizon, and financial goals.