A complete list of active advisors currently associated with Xpand Investment LLC

Warmer can help you find a great advisor at Xpand Investment LLC or one who fits your needs even better.

Xpand Investments LLC provides customized investment management, financial planning, and consulting to individuals, high-net-worth clients, and small businesses. The firm charges asset-based advisory fees for discretionary portfolio management and also offers standalone financial planning and one-off investment analyses. The firm centers client work on a tailored Investment Policy Statement and a strategic asset allocation process, implementing portfolios across treasuries, bonds, equities, ETFs, derivatives and REITs with at least monthly monitoring and quarterly reporting. The investment approach combines client-specific factors (risk tolerance, liquidity, tax and legal considerations) with macroeconomic analysis, and the firm's principal brings CFA credentials and academic and corporate training experience that inform an educational orientation. Compared with many solo independent advisers, the firm reports a notable non-U.S. client base and regularly issues newsletters and publishes online articles while offering educational courses and seminars to clients and external audiences. It also discloses receiving royalty payments for published articles and was recently established in 2024 as the successor to a prior entity, reflecting a small, education-focused practice structure uncommon among peers.

To learn more about the advisors currently working at Xpand Investment 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
Charles Manih	Chula Vista, CA	3

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