Matthew Fuller has accumulated nearly 30 years of experience in Portfolio management. As the Founder and Managing Director of XO Wealth Management, he maintains discretionary management of his clients’ investment portfolios including both Public and Private investments. The firm manages nearly $500 million in client assets and growing.
Fortunate to call Tom Dorsey a mentor and friend for the past 25 years, Matthew practices the Point and Figure technical analysis methodology of Nasdaq Dorsey Wright. The hallmarks of the methodology are Relative Strength, Tactical Asset Allocation, and Risk Management.
Matthew earned a Bachelor’s degree in Finance from the University of Texas at Dallas. Prior to starting his own firm, he gained valuable experience as an Investment Manager at Merrill Lynch and Wells Fargo Advisors. He joined Raymond James and Associates in 2005 and has maintained an affiliation with Raymond James ever since. XO Wealth Management utilizes Raymond James as its primary custodian of client assets and accounts. Throughout his professional journey, he has also furthered his financial expertise by becoming an Accredited Investment Fiduciary (AIF) and Wealth Management Specialist (WMS).
Matthew is an advocate for financial literacy. He authored a children’s book entitled “The Smart Little Saver” and is an active volunteer with Securities Industry and Financial Markets Association (SIFMA). Additionally, Matthew contributes his time and resources as a volunteer with the Dallas Stars Foundation and Santa’s Helpers. As a kidney donor to his sister, he is a strong proponent of organ donation and the National Kidney Foundation.
In his free time, Matthew enjoys travel, ice hockey, hiking and tennis.