Government/Public
Types of Accounts We Manage:
  • Relief
  • Operating
  • Retirement Plans
    • Defined Contribution
    • Defined Benefit

Since our inception, XPYRIA has managed Government and Public investment accounts. We believe that the quality work that these public entities exhibit every day should be matched with the highest quality investment management possible. XPYRIA has built strong relationships with a variety of public entities which include municipalities and uniformed/non-uniformed bodies. We strive to provide clear communication regarding investment policies and decisions and aim to educate the client so we can build a lasting relationship.

In addition, we will:
  • provide fiduciary investment oversight
  • perform asset/liability analysis
  • perform cash flow analysis
  • analyze outside investments
  • provide counseling on investment matters
  • develop, document, and update an investment policy