Xpyria Investment Advisors, Inc.

SEC-regulated
Registered investment advisor
XPYRIA Investment Advisors, Inc. is a registered investment advisor based in Pittsburgh, PA, founded in 1990. The firm specializes in providing investment supervisory services on a discretionary basis to a diverse client base, including individuals, non-profit organizations, businesses, unions, and government entities. XPYRIA focuses on developing and maintaining investment strategies tailored to each client's unique goals, objectives, and risk tolerances. The firm utilizes proprietary research and modeling capabilities to select and place client assets with independent investment managers globally. XPYRIA offers investment management and financial planning services, with a minimum annual fee of $6,000 for discretionary accounts. The firm's fee structure is negotiable and typically starts at 1% of assets under management per annum. XPYRIA does not engage in performance-based fees or side-by-side management. Clients are encouraged to review account statements provided by qualified custodians, and the firm has established procedures to mitigate conflicts of interest related to personal trading activities. The firm's investment approach involves evaluating and selecting investment managers based on quantitative and qualitative analysis. XPYRIA conducts over 100 face-to-face interviews annually with investment managers and utilizes various information sources for research. Clients are provided with periodic account reviews and reports, with a focus on asset allocation, performance, tax considerations, and financial planning updates. XPYRIA has not been involved in any legal or disciplinary events, and its financial condition is sound, ensuring the ability to meet client commitments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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