Our History

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.

As the firm has grown, so have its capabilities. What started with discretionary investment management, has now grown to include: comprehensive financial planning, Institutional advisory services for retirement plans, foundations and endowments, and private equity investing.

There are tens of thousands of investment advisors and financial planners to choose from. What makes ChiXi Consultants different is our commitment to our clients and our never-ending quest to be the best–not the biggest.

As arguably one of the most prolific investors, Warren Buffett puts it:

“It takes 20 years to build a reputation and 5 minutes to ruin it. If you think about that, you’ll do things differently.”
– Warren Buffett

ChiXi Consultants – What’s in a name?

Chi to Perserve/ to Manage

Xi Prosperity

Our vision and values draw us to Preserve and Manage our Clients Prosperity


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