XO Advisors is a portfolio management firm serving clients who share our focus on building wealth whilst reducing risk. We are fiduciaries with institutional knowledge and we offer our clients the choice to customize portfolios in accordance with their principles.
Our name alludes to the point and figure chart we use to visualize price movements and trends in an asset. The charts utilize columns consisting of stacked Xs or Os – each representing a set amount of price movement. The Xs illustrate rising prices, while Os represent a falling price.
Plans that maximize your investment earnings while minimizing tax risk
Custom portfolios to meet your individualized goals
Guidance to help you live the retirement you worked hard for
Preventing the pitfalls of investment risks and tax strategy considerations
Providing for your later years and protecting your legacy
