The XO Team
Serving the greater Dallas, TX area.
Location
Dallas, TX 75254 (972) 335-8000
A team behind every plan
Matthew Fuller’s career has spanned more than 30 years in the Investment industry. Over that time, Matthew has skillfully managed his clients’ investments through some of the most challenging times in history - Gulf Wars, Y2K, The Internet Bubble, The Financial Crisis of 2008-2009, and lastly, the Pandemic.
As a Discretionary manager for his clients, Matthew attributes a great deal of his success to learning that Risk Management comes first in his process. There’s an old Wall Street saying, “Don’t confuse brains with a Bull Market”. Everyone makes money during strong Bull Markets, it’s really more about what you keep during the Bear Markets. If the S&P was down 20 +% and the Nasdaq was down 33% like they were in 2022… what was your performance in that year? Was your portfolio down as much as the markets were? Or were your investments down much less than the averages?
Matthew attributes his skill finding his way to the methodology of Nasdaq Dorsey Wright and their Relative Strength and Risk Management philosophy. He is fortunate to call Tom Dorsey a friend and mentor for over 30 years. By focusing on managing risk, Matthew’s goal is to provide an outsized return relative to the amount of Equity exposure in his clients’ portfolio – an approach that his High Net Worth and Ultra High Net Worth clients appreciate.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Dallas, TX
Dallas, TX 75254
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
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One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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