Xpotential Advisors

Investment ManagementNew Jersey, United States2-10 Employees

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.

Sign up for free to view info

Email Format Employee directory