ChiXi Consultants has grown to over $750 million in assets under management and more than $450 million in retirement plan assets under advisement in just a few years. Our growth has come as the natural byproduct of doing a great job for our clients. Our objective is not to compete with the biggest advisory firms, but to be the best amongst them.
The firm was founded in 2012. At the time of our inception, Wall Street had a black eye. The economy was recovering from the financial crisis, and investors were fed up with conflicts-of-interest and clamoring for objective advice. In our estimation, the financial services industry was broken. There were product salesman masquerading as financial advisors, and a client’s sole worth was determined by the number of zeroes next to their name.
We sought to make a difference by focusing on advice, not products, and by catering to the unique needs of our clients.