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 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 $546 million in assets under management as of December 31,2023.

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

XAI 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

XAI 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 of the protections of a regulated fund with reasonable fees.

Reinventing alternatives

XAI solutions provide unique access to a broader set of alternative investment managers and strategies.

We adopt 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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XAI is a proud sponsor of these non-profit organizations

WE - Women in ETFs ND Institute for Global Investing One Acre Fund BAM Youth Guidance Horizons for Youth Green Star Movement Project H.O.O.D. Chicago Hope Academy The Nature Conservancy

XAI believes in:

  • Education and mentorship opportunities
  • Empowering youth to achieve lifelong success
  • Preservation of our earth's natural resources
  • Supporting the ambitions of young women in finance
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