A complete list of active advisors currently associated with Xantos Labs, LLC
Warmer can help you find a great advisor at Xantos Labs, LLC or one who fits your needs even better.
Xantos Labs provides discretionary portfolio management and general investment consulting to individuals, retirement plans, trusts, foundations, and other institutional clients, delivering services exclusively through web and mobile software rather than in-person meetings. For retail clients the firm does not tailor its advisory services to individual-imposed investment guidelines or restrictions. The firm implements proprietary quantitative trading strategies developed by a technical team with advanced degrees, using mathematical and statistical models to generate computer-driven buy and sell decisions for liquid global equities traded on U.S. exchanges. Client interactions and inputs are collected via a static online questionnaire, and the firm supports notional-based and fractional-share investing as part of its automated execution process. Noteworthy for a firm of its type, Xantos operates solely as an internet adviser and sponsors a wrap program that bundles advisory, execution, custody, and reporting services through its recommended custodian. The firm also maintains a formal referral and solicitor program that can compensate third‑party content creators (including bloggers and video reviewers) and distributes digital market research and client materials, a client‑acquisition and marketing approach that is less common among peers.
To learn more about the advisors currently working at Xantos Labs, 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.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 6
|
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