Types of Accounts We Manage:

• Endowment/Foundation
• Building
• Operating
• Retirement
• Specialty

XPYRIA Investment Advisors has extensive expertise in developing investment strategies for Non-Profit [501(C)(3)] organizations. We understand that the goal of a Non-Profit organization is to fulfill their mission and XPYRIA will work diligently to enhance your probability of meeting or exceeding these objectives. We are experts in asset management. We will develop a plan that helps secure your long-term goals while meeting your short-term needs.

In addition, we will:

• provide fiduciary investment oversight
• analyze outside investments
• perform cash flow analysis
• provide planning and analysis
• provide counseling on investment matters
• provide counsel on spending guidelines
• develop, document, and update an investment policy