Scottsdale, AZ Scottsdale Office

Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to independent third‑party managers for individuals, high‑net‑worth clients, trusts, estates, foundations, and business entities. The firm also facilitates allocations to alternative and private investments and, where eligible, may submit conditional orders for initial public offerings on behalf of clients.

The firm builds an Investment Risk Profile for each client and applies fundamental analysis alongside modern portfolio theory to construct and monitor portfolios, using both bespoke allocations and licensed model portfolios from Fidelity Institutional (FIWA). Xcelsior routinely employs third‑party technology and risk‑assessment tools, uses SMA/ITPM arrangements for outsourced management, and accesses alternative investments through the CAIS platform while retaining discretion to implement, delay, or deviate from models as appropriate.

Notable features relative to peers include a sizable advisory team and multi‑office operating footprint achieved in a short period after formation, and formal affiliations with other financial firms — several investment adviser representatives are dually registered with a broker‑dealer and serve as insurance agents — creating layered service relationships that the firm discloses and manages. The brochure also discloses less common corporate activities such as offering a private subordinated note to friends and family and explicit agreements with custodians to support IPO access and transition assistance, items prospective clients should consider in evaluating suitability and conflicts.