A complete list of active advisors currently associated with Xcelsior Advisor Partners LLC

Warmer can help you find a great advisor at Xcelsior Advisor Partners LLC or one who fits your needs even better.

Xcelsior Advisor Partners LLC provides discretionary investment management, financial planning, retirement‑plan and consulting services to a mix of individuals (including high‑net‑worth clients), estates, trusts, retirement plans, foundations, corporations and charitable organizations. Offerings include portfolio construction and monitoring, access to independent third‑party managers and sub‑advisors, implementation of model portfolios, and oversight of held‑away assets. The firm develops an Investment Risk Profile for each client using third‑party risk assessment tools and combines fundamental analysis with modern portfolio theory to set strategic asset allocations and documented investment policy restrictions. Accounts are typically managed on a discretionary basis with periodic (at least quarterly) reviews; Xcelsior may implement FIWA‑licensed model portfolios or hire independent managers while retaining supervisory oversight. Noteworthy aspects include the licensed use of FIWA “Exclusive Custom Model Portfolios,” where FIWA provides and updates models and remains responsible for model-level decisions, and a transitional practice of paying certain transaction charges for up to 180 days to assist new clients. The SEC‑registered firm is relatively new, operates with about a dozen advisors across multiple offices, has some advisors who are dually registered with a broker‑dealer, and offers access to alternative and non‑liquid investments and third‑party technology that enables discretionary management of held‑away assets.

To learn more about the advisors currently working at Xcelsior Advisor Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.