Innovating to be better

At XA Investments, we are not innovating simply to be different; we’re innovating to be better. We’re transforming the way financial advisors and their clients access alternatives by building better products with better portfolio outcomes.

XA Investments is a Chicago-based firm founded by XMS Capital Partners in April 2016 to pursue a single goal: provide investors with access to institutional caliber alternative investments.

In offering quality alternatives that were previously inaccessible to the individual investor community, XAI not only challenges common views about liquidity, but allows individuals to better align themselves with the institutional approach to investing.

Uncommon approach

XA Investments has created a better way to bring institutional alternatives to financial advisors and their clients.

UNDILUTED STRATEGY

Innovative product design allows us to offer alternatives in their purest form without diluting them to meet liquidity and other restrictions.

UNMATCHED ACCESS

We believe in a collaborative relationship with the advisor community, strengthened by freely shared information, fund transparency, and exclusive partnerships with quality portfolio management teams.

UNCORRELATED PERFORMANCE

XA Investments can help advisors achieve effective diversification for client investment portfolios.

UNCOMPROMISING VALUE

Tap into the alternatives market via a new registered investment vehicle that delivers all the protections of a regulated fund while maintaining reasonable fees for alternative content.

Reinventing alternatives

One of XAI’s solutions provides unique access to a broader set of alternative investment managers and strategies through our proprietary Alternative Registered Trust (ART)™ Platform.

The platform represents a differentiated approach to alternatives investing by offering institutional-quality managers in vehicles that are specifically tailored to meet the needs of individual investors.

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