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Strategic Providers

Is the world's largest asset manager and designs investment portfolios using transparent, low-cost, liquid ant tax efficient instruments.

Interactive Brokers was founded more than 40 years ago and is a publicly traded company. It currently has a market capitalization of more than US $ 30 billion and manages over $ 360 billion assets.

Xendia is a strategic WealthTech partner that combines institutional technology, deep industry expertise, and strategic guidance to help financial institutions design, launch, and scale global investment solutions.

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This website is operated by Xendia Wealth, LLC dba Xendia Global ('Xendia') a Registered Investment Advisor with the United States Securities and Exchange Commission ('SEC'). Brokerage services to Xendia's clients are provided by Interactive Brokers, LLC a third party SEC registered broker-dealer and member FINRA/SIPC. Monex Asset Management Inc. ('Monex') is a Registered Investment Advisor with the United States Securities and Exchange Commission ('SEC'). Registrations as an Investment Adviser do not imply any level of skill or training. Monex and Xendia have entered into a written Sub-advisory agreement whereby Monex has selected Xendia to provide investment Sub-advisory services to Monex's advisory clients through its technology platform accessible via the Xendia's website and a mobile application. Securities held at Interactive Brokers’ account are protected up to $500,000 (see SIPC.org for more details). Investments are not FDIC insured and may lose value. Investing involves risk and investments may lose value. Please consider your objectives and Xendia fees before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. The content on this website is for informational purposes only and does not constitute a complete description of Xendia Wealth investment advisory services. By using this website, you hereby consent to our Terms of Use and Privacy Policy. All information herein as well as any communications on social media is not an offer, solicitation of an offer, or advice to buy or sell securities or services. Additional information about Xendia and or Monex is available on the SEC website at www.adviserinfo.sec.gov.
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