Xception Advisory Group assists most of its clients with some level of investment advisory and asset management services either through direct investment selection and ongoing monitoring and maintenance or through collaboration with third-party strategic partners and institutional asset managers. However, since most of our clients are business owners and entrepreneurs, our approach to traditional investment management comes with a healthy perspective about balancing traditional savings and investment strategies with the need for adequate liquidity and working capital to maximize the opportunities in a client's private business operations.
Xception Advisory Group most commonly provides investment and asset management services in a fee-based fiduciary investment adviser role rather than a commission based securities sales capacity, but we always focus on the approach that is in the client's best interest. In any case, we have broad investment servicing capabilities and access to a wide variety of investment research, analysis, account vehicles, investment solutions and strategies.
In keeping with the integrated approach of all our services, we consider the role investments play in a client's bigger picture and help identify synergies between a client's investment strategies and their business, estate, tax, retirement, and other financial planning goals.
Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Xception Advisory Group is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.
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