Jackson, NJ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
XYPN Sapphire
Multi-team
Firm-wide stats for XYPN Sapphire
About
XY Investment Solutions, LLC (doing business as XYPN Sapphire) provides investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, business entities, and retirement plans. The firm offers both discretionary and non‑discretionary portfolio management, standalone and integrated financial planning, and sponsored TAMP services.
The firm’s investment approach emphasizes a long‑term, risk‑based allocation informed by Modern Portfolio Theory, implemented through diversified mixes of mutual funds, ETFs, individual securities, and periodic rebalancing. Adviser-tailored plans are monitored by a designated IAR, may employ third‑party subadvisors or separate account managers when appropriate, rely on documented human oversight of any AI tools, and the firm is piloting a digital‑asset management program using a qualified third‑party custodian.
XYPN Sapphire operates as a corporate RIA supporting nearly 50 affiliated advisors who may maintain their own DBAs under the single RIA, and it is wholly owned by XY Planning Network — a structural model that centralizes back‑office, compliance, and model portfolio services. Notably, the firm offers its model portfolios and related services to other independent RIAs and hosts a small pilot for custody and management of tokenized/digital asset securities with Prometheum, an arrangement that is uncommon among multi‑team peers.
Based on XYPN Sapphire
Location
Jackson NJ
Advisors at this office
1
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