For investors seeking more Alpha, Equity appreciation & Income generation from risk-managed long-short strategies
For investors seeking more Alpha, Equity appreciation & Income generation from risk-managed long-short strategies
XoomFi Advisors is a Registered Investment Advisor (RIA) registered with the Securities & Exchange Commission (SEC) - SEC Registration # 314872 SEC File # 801-121438 - acting as a fiduciary to invest your funds in actively managed XoomFi Equity Premium InCome (EPIC) investment models. We are registered with the SEC as an Internet Investment Adviser under Rule 203A-2(e) ("Internet Investment Adviser exemption").
XoomFi has developed three EPIC Investment Models : Balanced Growth & Income, Turbo Growth & Income and Ultra Growth & Income. Each of these models has an associated Reward / Risk profile. We select the XoomFi EPIC Investment model(s) based on your risk score and then allocate your funds to one or more XoomFi EPIC models. As per the requirements of Rule 203A-2(e) and for Internet Investment Adviser exemption, all the interactions between you and XoomFi are handled exclusively through our Interactive Website. XoomFi does not offer investment advice on individual stocks and / or options.
Your funds are kept in your own Separately Managed Account (SMA) and not co-mingled with other clients' funds. The investment in XoomFi is not for a specific time-period. You can add / withdraw funds as and when needed to meet your investment objectives. There is no penalty for withdrawals or termination of your XoomFi account.
We charge quarterly management fee of 0.25% for the Assets Under Management (AUM) in your account.
We filed our registration with the SEC in June 2021 and after extensive testing and refinement of our investment models we began investing the funds for our clients on July 1, 2022.
XoomFi EPIC Investment strategy combines Equity Appreciation with Income Generation by combining long and short stocks and options investments. With XoomFi, you don't have to choose between Equity OR Fixed Income investment instruments as XoomFi Investment Models are designed to provide the benefit of equity appreciation while also generating regular / periodic income.
XoomFi EPIC Investment Models are implemented using covered calls or buy-write calls, individual stocks, and / or individual long and / or short options trades.
XoomFi has created three EPIC Investment Models - Balanced, Turbo and Ultra - each with its own Reward / Risk profile. Once you have opened your account and filled out the XoomFi risk questionnaire, we will calculate your risk score. Based on your risk score we then set up the asset allocation for you in one or more of these investment models.
While we track our performance relative to all market indexes, leading funds, and EFT's, we use the S&P 500 Index (SPX) as the primary index for comparison purposes.
EPIC Investing and XoomFi EPIC Funds involve trading of equities and options which contain inherent risks. Our Program goal is for each of these three strategies to:
There are no guarantees that we will be able to meet each or any of these program goals every single trading day or every month or every quarter or ever. Some of these goals may even be conflicting goals and at odds with each other.
Before investing in XoomFi Investment Models, consider your investment objectives and XoomFi Advisors' fees and expenses. XoomFi's internet-based advisory services are designed to assist our clients in achieving discrete financial goals. They are not intended to provide tax advice or financial planning with respect to every aspect of client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see XoomFi's Form CRS, Form ADV Part II and other disclosures.
Management fee of 0.25% of Assets Under Management (AUM) each quarter
This Program Brochure (this “Brochure”) provides information about the qualifications and business practices of XoomFi. If you have any questions about this Brochure’s contents, please contact us by e-mail. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission (the “SEC”) or by any state securities authority.
This Brochure is for informational purposes only. It does not convey an offer of any type and is not intended to be, and should not be construed as, an offer to sell, or the solicitation of an offer to buy, any interest in any entity, investment, or investment vehicle.
XoomFi Part 2A Firm Brochure_July_14_2023 (pdf)
DownloadThe Form CRS provides to you a brief customer or client relationship summary with information about our firm. The CRS is designed to assist you with the process of deciding whether to (i) establish and investment advisory relationship, (ii) engage XoomFi Advisors, or (iii) terminate the relationship or specific service.
This Form CRS is in compliance with SEC's From CRS and new rules adopted on June 5, 2019 as well as amendments to its forms and rules, under both the Investment Advisers Act of 1940 ("Advisers Act") and the Securities Exchange Act of 1934 ("Exchange Act").
XoomFi Form CRS_July_14_2023 (pdf)
DownloadXoomFi Advisors - SEC Registration # 314872 SEC File # 801-121438
111 N Market St, Suite 300, San Jose, CA 95113
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