Xitright

Overview

Xitright is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services on a primarily non‑discretionary basis. Fee arrangements include hourly and fixed fees, which signals a project-driven advice model and tailored engagement rather than a standard assets‑under‑management billing structure. Investment activity centers on equities, with a clear preference for exchange‑traded instruments as the backbone of client portfolios. Xitright also uses mutual funds for diversification and incorporates alternative exposures — specifically real estate, REITs, and digital currency — when appropriate for a client’s objectives and risk tolerance. The firm is not positioned as a capital allocator and appears to rely on third‑party managers or pooled vehicles for alternative strategies rather than running internal funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices