Xponance, Inc.

Xponance, Inc. is an investment adviser registered with the SEC, established on April 1, 2020, succeeding FIS Group, Inc. and Piedmont Investment Advisors, Inc. Xponance offers equity and fixed income investment strategies on a discretionary and non-discretionary basis, including separately managed accounts and commingled fund options. The firm specializes in constructing multi-manager portfolios primarily comprised of emerging managers, aiming to generate above-benchmark returns. Xponance provides investment sub-advisor services for fixed income portfolios managed by T. Rowe Price Associates. The firm manages the FIS Group Collective Investment Trust and the S&P 500 Index CIT for Comerica Bank & Trust. Xponance operates on a fee-only basis, charging fees based on a percentage of assets under management, with tiered fee structures. The firm has a minimum account size requirement for various asset classes and investment strategies. Clients have the option to participate in wrap fee programs and may request performance-based fee structures. Xponance does not engage in soft dollar arrangements and does not receive compensation from sources other than clients. The firm does not have custody of client assets and provides proxy voting services for client securities based on client preferences. Xponance does not have any disciplinary information to disclose.