ChiXi Consultants is a Financial Planning and Investment Advisory firm that is geared toward individuals and institutions who are looking to achieve extraordinary levels of success. Our clients range from entrepreneurs, executives, board members and institutions who demand the same excellence in their advisors that they have demonstrated in their own lives. They require an intensely personal approach that relies upon years of experience, attention to detail, and above all else, objectivity and this is what ChiXi Consultants prides itself on providing.
ChiXi Consultants is an independent investment firm. We are compensated on a fee-only basis, which eliminates the conflicts-of-interest that arise from traditional brokerage relationships with large Wall Street firms that earn commissions based on offering products that they are monetized to offer. Our independence ensures you get the best possible advice for your given situation.
Our advisors have a commitment to excellence, which has been demonstrated by years of experience at the world’s finest corporations along with educational credentials from the nation’s top universities. As markets change, and life-events occur, clients need advisors who are prepared to help them see around corners. Financial plans must be dynamic, and there must be accountability. Clients need a financial structure that helps them move towards their goals more efficiently, together, with a skilled investment advisor who helps them navigate the turbulent financial markets, achieving a strategy that is second to none.
FOCUS AND DISCIPLINE OVER TIME, MULTIPLIED BY THE RIGHT TEAM, EQUALS MOMENTUM
ChiXi Consultants has formed strategic relationships with several leading financial organizations, providing clients with world-class investment research, as well as rock-solid asset safety. Additionally, clients can access their online account information through the Web, mobile devices and via tablet computers.
ChiXi Consultants is registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940, as amended (“Advisers Act”). The firm’s form ADV parts I and II can be found at www.sec.gov