Our clients enjoy a level of confidentiality and discretion that can only be matched by our highly personalized service. They benefit from our extensive resources and intellectual capital to receive a data-driven, evidence-based, conflict-free investment strategy.
Don’t just take our word for it.
Worth Magazine has ranked Singer Xenos Schechter Sosler among the 100 most-exclusive wealth advisory firms in the U.S., and Financial Times consistently names the firm in its Top Financial Advisors ranking. Our co-founder and managing partner, Faith Read Xenos, has been consistently named one of Barron’s top 100 Women Advisors and in 2016 was named one of Wealth Management.com’s Top 25 Women-owned RIAs.
Singer Xenos has the tools and the people to assist you in building, preserving, enjoying and sharing your wealth, both today and in the future. How do we do this? By focusing on the things that matter most.
Clients – It all starts with you. In order to drive innovative investment solutions, Singer Xenos puts its clients at the center of everything that we do. This collaborative effort allows us to work closely with you to understand your needs and your challenges in order to customize and deliver the right solution for every phase of your investment lifestyle.
Experience – It grows from the knowledge we deliver. At Singer Xenos, we leverage our 27-plus years of investment experience through multiple economic, market and credit cycles to create smarter, more efficient portfolios. We’re proud to be a boutique agency with global resources. It has allowed us to design specialized practice groups to meet the unique needs of today’s varied investment-minded individuals, from entrepreneurs, successful business leaders and international professionals to millennials, women and families.
Collaboration – It succeeds because we follow through. Trust is earned, especially where money is involved. Singer Xenos has enjoyed a long-standing reputation for integrity that is based on sound financial decision-making and generational client relationships built on a foundation of transparency, service and open communication.
Awards – Singer Xenos is proud to have received the following industry awards and recognitions:
• Financial Times – “Top 300 Financial Advisors” (2017, 2016, 2015, 2014)
• Barron’s – Faith Read Xenos named of the Top 100 Women Financial Advisors (2017, 2016, 2015, 2014, 2013, 2012)
• WealthManagement.com – Faith Read Xenos named one of Wealthmanagement.com’s Top 10 Women-Owned RIAs (2015)
• Investment News – “Best Practices Firm” (2016)