Xpand Investment LLC

Overview

Xpand Investment LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advising individual and family clients and also provides portfolio management services for small businesses. Its client-facing services include comprehensive financial planning, discretionary portfolio management, publication of periodic investment materials, and educational seminars or workshops. Fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator, is not active on ESG investing, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives