Portfolio Management

  • Our portfolio management service offers professional construction of your investment account that is aligned with your long-term objectives.

  • We select an asset allocation strategy based on your risk tolerance, return objective, liquidity needs, and time horizon.

  • We monitor and rebalance your account to ensure it stays aligned with your long-term goals.

  • We consider all your investment assets, including those outside the portfolio we manage.

  • We provide recommendations regarding allocations within your employer-offered retirement plans.

  • As a fiduciary, we always put our client's best interest first.

  • Our fees are solely based on assets under management, and we don't charge commissions or hidden fees.

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Contact

250 Henley Place, #207 Weehawken, NJ 07086 info@xpandinvestment.com

Information presented in this website is believed to be correct at the time it is written. However, it is provided as general information and should not be considered as a legal, tax, or financial advice. For specific information concerning your individual situation, please consult your legal, tax, or financial adviser.

Xpand Investment LLC is a registered investment advisor offering advisory services in the State of New Jersey and in other jurisdictions where exempted.