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.
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 the protections of a regulated fund while maintaining reasonable fees for alternative content.
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.