We XCELERATE your portfolio. YOU accelerate your dreams.

General Info

We are registered investment advisors that manage your investment portfolio for YOU. YOU CAN have whatever YOU want in life. ALL it takes is a little planning. Saving. And investing the right WAY. We understand that investing for your future CAN BE scary and uncertain. Especially in recent years. But we make it easy. We're here to help turn your dreams into reality for YOU and your family. OUR approach is very logical. First. We GET to know your financial situation and goals. Then we create your investment portfolio with a long term goal oriented approach. We focus your asset allocation heavily toward stocks because they outperform other asset classes over the long term. AT the same time. We reduce risk and diversify your portfolio by buying the entire global market including almost 6.000 stocks. NOT just a FEW. OUR strategy is also specifically designed to minimize your costs (I. E. Management fees. Commissions. And taxes) SO YOU keep more of your hard earned money. Finally. OUR disciplined approach helps YOU to BUY LOW and sell high. It sounds simple. But very FEW investors DO it. Instead of selling when markets decline AS most investors DO. We BUY more stocks during fear driven market sell offs. Then we sell AT higher prices AS the market recovers. Because history has proven that market declines are only temporary and usually SHORT-LIVED. OUR strategy outperforms over 97% of other money managers over the LONG-TERM. Don't leave money on the TABLE! OUR goal is simply to create a better and brighter future for ALL of OUR clients. We want to SEE YOU reach ALL of your goals. NOT GET taken advantage of by other advisors' high fees and poor performance. We've spent thousands of hours on research. BACKTESTING. And stress testing OUR strategy. It's simple. It's logical. It works. Deep down. You've always known YOU needed to invest more. "tomorrow" will BE here before YOU know it. SO what are YOU waiting for? invest NOW for the future YOU deserve.

Hours

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Contact Info

Phone:

Main - 704-412-8075

Address:

2506 Cranbrook Ln Ste. 1 Charlotte, NC 28207

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Category

Investments

Services / Products

XCEL is for anyone looking to BE maximize returns on their investment portfolio. OUR proprietary strategy is especially great for young investors starting to think about and invest for retirement. But we CAN help anyone AT ANY AGE. We specifically target customers' WHO have a long term investment horizon. Want to BUY LOW and sell high. And are looking to reduce costs. Minimize taxes. And increase performance. First and foremost. OUR strategy is designed and historically proven to outperform over 97% of other advisors over the long term. We also provide discipline to keep YOU invested and even BUY more during market turmoil and uncertainty. Then we periodically rebalance your portfolio. Constantly monitor your investments. And contact YOU regularly. OUR strategy works because we focus on index investing, a strong asset allocation toward stocks. And buying LOW and selling higher. Index is important because it diversifies your portfolio across thousands of stocks. Lowers costs. And has been proven to outperform over 70 80% of professional money managers in ANY given year. We shift OUR asset allocation more heavily. If NOT ALL the WAY. Towards stocks. That's because. Since 1800. Stocks have returned over 700 times more than bonds. Bills. Gold. Or the dollar. YOU MAY have a little more short term volatility in only stocks (but You're in 6.000!). But your long term performance will increase dramatically. Finally. Instead of selling when markets decline AS most investors DO. We BUY more stocks during fear driven market sell offs. This is opposite of what most investors DO and allows US to outperform over 97% of ALL investors around the world over 20+ years. BACKTESTING OUR strategy shows we would have outperformed the broad market by approximately 2% PER year from 1950 2012. Over 20 or 30 years. That has a huge impact. For example. Just $10.000 invested with the average money manager would turn into about $125.000 in 30 years. But the same $10.000 with XCEL would BE $220.000! check OUT OUR WEBSITE or contact US NOW for more information or to open an account.

Neighborhood

Eastover