Established in 1990, XPYRIA is a privately-held, independent registered investment advisor
dedicated to investment research, financial management, and planning.
From our inception, XPYRIA's mission has been to raise the bar on standard industry practices by applying a consultative model that is free from conflicts of interest and involves a higher level of research-based financial expertise to thoroughly investigate, implement, and monitor an effective investment program. Paramount to our approach is the protection we provide to clients as a fiercely independent, informed advocate.
Leveraging our extensive investment consulting expertise, seasoned financial professionals, and industry-leading resources, XPYRIA continues to provide the highest level of investment management and financial guidance to our clients.
|Firm Start Year:||1990|
|States Licensed in:||PA, MD|
|Number of Years with Current Firm:||20|
|I work with the following types of clients:||Businesses, Non-Profit Organizations, Union, Taft-Hartley, Government, Individual Investors|
|Investment Types:||Mutual Funds, Stocks, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone, Via email, At your office, At your home, At my office|
Qualifications & Memberships
|Firm's Number of Clients:||250|
|Firm's Number of Planning Clients:||250|
|Firm's Number of Managed Clients:||250|
|Assets Managed by Firm:||~ $600,000,000|
|Assets Managed by Advisor:||~$250,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Flat Fee, Hourly, Based on Assets|
|Chartered Financial Consultant (ChFC®) - Financial Planning||
American College - Philladelphia, PA
|Bachelor Degree - Business and Economics||
University of Pittsburgh - Pittsburgh, PA
|MBA - Finance||
Duquesne University - Pittsburgh, PA
Individuals who engage our Firm for financial planning or other related financial projects, which have a limited duration, are not listed above.
Mr. Salpietro is a Shareholder, President and CEO of XPYRIA Investment Advisors. Joe has been with XPYRIA for 20 years and was formerly a Vice President at PNC Bank where he worked for 8 years. He has a degree in Business and Economics from the University of Pittsburgh; an MBA with a concentration in Finance from Duquesne University; and is a Chartered Financial Consultant(ChFC®) from the American College. Mr. Salpietro is a member of the Firms Investment Committee.
Working exclusively as his clients' ADVOCATE, Joe specializes in helping his clients navigate complicated or unfamiliar financial topics related to planning and investing in an effort to provide confidence and peace of mind in their decision making process. Mr. Salpietro counsels individuals and institutional clients with investments of $1 million to $100 million. Mr. Salpietro provides independent (product-free), objective (commission-free) guidance to clients as it relates to their invested assets. Gaining a thorough understanding of his clients unique financial circumstance through consultation, he designs, implements, and maintains effective financial solutions that allow his clients to meet their short-, mid-, and long-term financial goals and objectives. Joe provides expansive counsel to high-net-worth individuals. In addition, Mr. Salpietro advises on: union operating funds; Taft-Hartley benefit plans; government benefit plans; for profit operating funds and benefit plans; nonprofit operating funds and benefit plans; endowments and foundation.
Financial Planning for Individuals
Planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future. Our planning process starts with a firm understanding of your life circumstances. We work to establish Where You Are, Where You What to Be, and How We Can Get You There. Once we understand these key elements, XPYRIA will be able to Build the Blueprint that will help you build a successful future.
Investment Management & Advice
Together with you, we will establish and document an investment strategy (asset allocation and diversification) designed to meet or exceed your unique financial goals and objectives, assuming the least amount of risk necessary to succeed. Continuous portfolio management and oversight is the foundation of our value-added approach designed to enhance returns and reduce risk, thus improving the probability that you will achieve your financial objectives. We will make the necessary changes to keep your portfolio on track. We will also provide ongoing communication and education via reporting and periodic review meetings. We are always available to talk to our clients. The formal written and oral communication plan is always customized to suit the clients needs.
Financial Planning for Businesses
XPYRIA Investment Advisors has collaborated with businesses for over 25 years. We aim to develop a partnership with our clients. As it pertains to operating assets, we understand the various facets of a business and can structure an appropriate investment strategy to address both short-term liquidity needs and the longer- term desire for capital appreciation. In addition, XPYRIA understands that the proper execution of a company's retirement plan is crucial to its long-term success. We have worked with businesses to develop cost-effective solutions that offer high quality investment vehicles designed to drive performance for its participants. We offer a robust, yet simple plan designed to maximize efficiencies, minimize costs, and promote the long-term interest of participant and sponsor alike.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
XPYRIA was named an FT 300 Top Registered Investment Adviser in the United States by the Financial Times in 2014.