Many Personal Retirement and Savings Plans are the Same. Ours are Clearly Different. Why?
As a Start—Low Cost, High Quality Investments.
ALSO OUR PLANS ARE
VISIBLE | TRANSFERABLE | CONTROLLABLE | SCALABLE
XCM’s vision of Personal Retirement and Savings Plans working for our clients is that they must fire on all cylinders to provide extraordinary benefits and meet long-term lifestyle needs. As a result, our plans can consolidate several pensions into one within a transparent framework, carrying the option to convert corporate pensions to personal savings (versus a compulsory cash distribution). Underlying it all is the much sought-after five-prong XCM advantage.
Uncover the Unique XCM Personal Retirement and Savings Plans Advantage that Sets Us Apart.
All our plan members have five-star quality investment opportunities at their fingertips, covering an asset/risk range from:
- Government-backed to Minimal regulatory oversight.
- Fundamental guaranteed interest to Sophisticated income formulas.
- Private equity real estate funds to REITS.
- Regulated equities to Hedge Funds.
- Traditional securities to Alternative investments.
Our outsourced certified advisors and multi-jurisdictional investment connections provide exceptional guidance every step of the way, with tools individual members can use to track, review and adjust their holdings.
The advantages above, combined with our multilingual capabilities and connection to international cultures, European (through Curaçao’s inclusion in the Dutch Kingdom and legal system), Latin American and North American – signify our plan foundation offers an almost limitless investment reach.
XCM’s retirement and savings plans don’t exist in a vacuum, they’re part of our mainstream services, namely Private Client Services. Aligned with this, we can patch you into our Trustee Services if holding your plans in one of its many structures makes sense.
First-class personal retirement and saving plan administration support, Cloud-Based ID protection and upgraded AI-powered technological software covers reconciliations, transactions and reporting without a hitch.
