Three Decades of Performance with Purpose
Our Journey at a Glance2
Years of Excellence
Assets Under Management
Institutional Clients
Team Members
What Defines Us
Client First
We exist because of our clients. Our primary goal is to understand their needs and provide optimal solutions to meet them.
Mutual Respect
We will listen to, respect, and interact with each other as we want to be treated irrespective of title, race, ethnicity, sexual orientation, or gender.
Diversity
We embrace diversity as a competitive advantage and welcome contrary views that expand our perspectives. We will always be a force multiplier for positive change in the firm, investment industry and our communities.
Innovation
We perpetually strive for ways to improve our craft and are willing to take calculated evidence-based risks ahead of our peers in order to better serve our clients and firm.
Accountability
We share responsibility for the success of our clients, our colleagues and firm. We will hold ourselves and each other accountable for keeping faith with these Principles.
An Interactive Preview
Explore 30 Years, 30 Ways
Discover hidden stories, milestone moments, and artifacts from three decades of innovation. Journey through 30 years of milestones, from our founding to today’s AI-driven innovations.
Our Global Impact
From Philadelphia to pension funds worldwide, see how Xponance partnerships create ripple effects across communities. Xponance at 30: From mortgaged home to $24 billion pioneer.
Community Engagement
Stories That Inspire
Xponance® formed A Good Measure Foundation in 2006 to act as a catalyst for positive change.
We seek to make a difference every day not only by connecting investors with innovative investment strategies and research but also by giving back.
We organize and support impactful initiatives designed to foster financial literacy, democratize access to capital, and alleviate food insecurity in our local communities.
Our Community Partners
Looking Forward
“The first 30 years built the foundation.
The next 30 will be defined by disciplined innovation, enduring stewardship, and a continued commitment to expanding opportunity for the institutions and beneficiaries we serve.”
– Tina
1 Xponance is an investment adviser registered with the Securities and Exchange Commission. Our registration as an investment adviser does not imply any level of skill or training.
2 Data presented as of December 31, 2025.