A Wealth of Expertise The firm's well-reputed expertise has been acclaimed by the media and clients alike. As a result of client support, Worth Magazine has repeatedly ranked Singer Xenos among the nation's top advisors. This year, the magazine placed Singer Xenos among the country's 100 most exclusive wealth advisors. Medical Economics Magazine agrees, placing Singer Xenos in its list of the nation's 150 best financial advisors for doctors. Unbiased Advice With the knowledge that commission-based compensation invites abuse, Singer Xenos is a fee-only, SEC registered investment advisor. Our advisors act exclusively for the benefit of our clients, who benefit from reduced administrative costs and maximized account values. This fiduciary relationship ensures that our fees are earned from a value-added standpoint. Ongoing Communication Whether it's by phone, in person, or via our mailed and faxed communications, we make sure to keep an open line of communication with our clients. Every quarter, we provide each client a detailed accounting of their portfolio earnings and activity, as well as a transparent accounting of fees and expenses. In addition, our quarterly newsletters provide an easy-to-read wrap-up of the prior quarter's investments, while our monthly physician newsletter offers insightful articles on a range of relevant wealth and practice management issues. Personalized Service We provide personalized, attentive financial/retirement planning services that specifically address each client's particular needs and long term goals. We take the time to personally meet with clients, and will return calls promptly. A Unified View As a Singer Xenos client, you benefit from much more than investment management. To ensure the optimal allocation and management of your resources, our services also include tax planning, estate planning, college funding, asset protection planning, IRA rollover distribution planning, and much more. We are ready to work in concert with other professionals that help you manage your finances, including attorneys and accountants. Portfolio Re-balancing With the understanding that your priorities and needs change over time, as do the markets, we will regularly re-visit your investment allocation to ensure your finances are on track to meet your goals. Top 100 Wealth Advisor Worth Magazine ranks Singer Xenos among the nation's 100 most exclusive wealth advisors. more... Top 150 Financial Advisers for Doctors Medical Economics Magazine places Singer Xenos in "150 best financial advisers for doctors" list. more...