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XY Investment Solutions

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WHAT IS XYIS?

Turn-key investment management solutions designed to elevate the human financial
advisor

Streamlined Asset Management

Simplified Back Office

Market Education

Business Resources


STREAMLINED ASSET MANAGEMENT

Through our partnership with East Bay Financial Services, XYIS handles the time
consuming task of researching, performing due diligence and constructing
portfolio models to align with your clients’ goals and investment philosophies.


SIMPLIFIED BACK OFFICE

XYIS will facilitate account processing, trading and rebalancing, billing and
performance reporting for your firm, leaving you free to focus on serving your
clients.


MARKET RESOURCES

Our team provides educational opportunities and market resources to help you
stay current on how markets are affecting your clients’ portfolios and coach
your clients through volatile markets.


BUSINESS RESOURCES

XYIS advisors gain access to the Orion Advisor Solutions platform and practice
management content to help you optimize your processes and communicate the value
of investment management to your clients.


SIMPLIFIED BACK OFFICE

XYIS will facilitate Trading, Rebalancing, Reporting, Billing, and Invoicing for
your firm, leaving you free to focus on serving your clients.


STREAMLINED ASSET MANAGEMENT

XYIS handles the time consuming task of researching, performing due diligence,
monitoring, trading and rebalancing your firm's assets under management.


EXCLUSIVE RESOURCES

XYIS firms will gain access to exclusive content on practice management and
industry best practices.

As an added benefit, their clients will also get access to timely information on
the markets and how it affects their portfolios as well as other webinars on
personal finance.


TOP-TIER INVESTMENT TEAM

Through our partnership with East Bay Financial Services, XYIS firms are able to
leverage our collective expertise to build portfolios that line up with their
clients' risk tolerance and goals.

READY TO LEARN MORE ABOUT OUR TIME-SAVING SOLUTIONS?

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Portfolio management and subadvisor services are offered through XY Investment
Solutions (XYIS), a Securities Exchange Commission registered investment advisor
based in Bozeman, MT. XYIS and its representatives are in compliance with the
current filing requirements imposed upon Securities Exchange Commission
registered investment advisors by those states in which XYIS maintains clients.
For a detailed discussion of XYIS and its advisory fees, see the firm’s Form ADV
Part 1 and 2A on file with the SEC at adviserinfo.sec.gov.

Unless otherwise specified, all return figures are shown for illustrative
purposes only, and are not actual customer or model returns. Actual returns will
vary greatly and depend on personal and market circumstances. View our Privacy
Policy.

© Copyright 2022 XY Investment Solutions. All Rights Reserved.

Website by Zach Swinehart.