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 LLC (XAI) is a Chicago-based investment manager founded by XMS Capital Partners in April 2016 to pursue a single goal: provide investors with access to institutional-caliber alternative investments. XAI has approximately $356 million in assets under management and $633 million in assets under investor services and secondary market support as of September 30, 2021.
XAI has created a better way to bring institutional alternatives to financial advisors and their clients.
Innovative product design allows us to offer alternatives in their purest form without diluting them to meet liquidity and other restrictions.
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.
XAI can help advisors achieve effective diversification for client investment portfolios.
Tap into the alternatives market via a new registered investment vehicle that delivers all of the protections of a regulated fund with reasonable fees.
XAI solutions provide unique access to a broader set of alternative investment managers and strategies through our product 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.View firm brochure