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Holdings
Historical returns
Inception
Investment outcomes below are real and based on actual account(s). Results are from 01/01/2016 to 03/31/2025 and for “Aggressive” investment style; clients with “Moderate” or “Conservative” investment styles would have experienced lower returns. In full disclosure of effects of material market and economic conditions on returns, S&P 500 Index returns are included. All performance results are net of fees, dividends/reinvestments, and other adjustments. Past performance does not guarantee future results. Investing carries substantial risk including loss of principal.
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We are SEC-registered and all accounts are separately managed with up to $500,000 in SIPC insurance.
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Xantos Labs ("Xantos") is an SEC-registered investment adviser.
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The materials on this website are for illustration and discussion
purposes only and do not constitute an offer to, or solicitation of,
any potential clients or investors for the provision by Xantos Labs of
investment management, advisory, or any other related services.
An offering may be made only by the delivery of a confidential offering memorandum to appropriate investors.
Past performance is not indicative of future results.
Brokerage services are provided by Alpaca Securities LLC ("Alpaca"), member FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Alpaca is not registered (Alpaca is registered only in the United States).
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