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Under the direction of company founder, James E. Yanni, Yanni Companies and its predecessors have
served the institutional market for over 25 years providing consulting services to large institutional
clients. In 1990, based on an expressed client demand, Xpyria Investment Advisors, Inc. (formerly
named Yanni & Company Investment Advisors, Inc.) was founded to adapt a proven and highly successful
institutional program of independent, professional management to address the needs of the smaller
institutional and private market client.
Mission Statement: We will help our clients succeed as investors by managing risk and
making intelligent investment decisions on their behalf.
Free From Conflicts of Interest: Xpyria is committed to remaining an independent and
objective advisor. We do not sell any products nor do we accept any compensation from any source
other than our clients. By remaining independent and operating strictly from clients’ fees, our
clear-cut objective is choosing the best investments for our clients.
Personal Attention to Each Relationship Xpyria delivers personal attention to each client
relationship by limiting the ratio of clients per investment professional. To foster a greater
understanding of clients’ circumstances and their understanding of Xpyria’s investment strategies, we
advocate quarterly face-to-face meetings. Our strategists speak even more frequently with new clients
and long-time investors that feel more comfortable having additional discussions regarding their investments.
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