Short Hills, NJ Office
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Xpotential Inc.
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Firm-wide stats for Xpotential Inc.
About
Xpotential provides discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, small businesses, foundations, and retirement plans, and also delivers non‑discretionary 401(k) plan services and a treasury management offering for clients needing sizable short‑term cash reserves. These services are the firm’s primary business, supplemented by an executive search practice for corporate and technology clients.
The firm constructs globally diversified portfolios primarily from low‑cost index funds and ETFs and combines strategic asset allocation with a tactical overlay that seeks to shift allocations across economic cycles. Portfolio construction incorporates quantitative risk‑management tools and proprietary rebalancing, with an investment committee responsible for formulation and execution.
Distinctive features include the concurrent executive‑search business focused on technology firms and a treasury management program that ladders U.S. Treasury bills to match client cash flows and to provide near‑term liquidity through custodial margin capabilities. Xpotential is employee‑owned, its principals hold advanced industry credentials, it aggregates trades and uses automated custodial platforms for daily reporting and billing, and it receives no third‑party compensation while leaving proxy voting to clients.
Based on Xpotential Inc.
Expertise
Based on Xpotential Inc.
Location
1200 Morris Turnpike, Suite 3005
Short Hills NJ 07078
Advisors at this office
2
Advisors at this office
Vincent S
Series 65
Short Hills, NJ
Xpotential Inc.
Vincent Schott is a Series 65-licensed advisor at Xpotential Inc. with 15 years of industry experience. He has been with Xpotential since 1999. Outside of his advisory role, he consults part-time for Phoenix Merchant Services, monitoring the performance of an outsourced wholesale payment processor. Xpotential provides discretionary portfolio management to a diverse client base, including individuals, trusts, foundations, and institutions. The firm employs globally diversified portfolios using low-cost index funds and ETFs, with a combination of strategic asset allocation and tactical risk adjustments.
Daniel O
CFA®, Series 65
Short Hills, NJ
Xpotential Inc.
Daniel O'Donnell is a CFA® charterholder and Series 65 licensed advisor with 15 years of industry experience. He has been with Xpotential Inc. since 1999. Outside of his advisory role, he serves as an independent director on the board of Informetric Systems Inc., a software company focused on manufacturing automation. Xpotential Inc. provides discretionary portfolio management to individuals, trusts, foundations, small businesses, pensions, and other institutions. The firm uses globally diversified portfolios with low-cost index funds and ETFs, applying both strategic asset allocation and tactical overlays to manage risk and liquidity according to client objectives.
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