Axxcess is a strategic advisor to business owners, family offices, and high net worth investors.

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Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP framework.

Individuals and Families

Investment and advisory services

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Advisory Firms

From back office to highly engineered TAMP/UMA solutions for your RIA.

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Executives and Business Owners

AxxcessLINK for your business.

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Philosophy

Portfolio Management

We combine internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies.

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Axxcess Platform

Axxcess is a leader in tailoring customized portfolio solutions.

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Technology

Client Reporting

The centerpiece of our platform is a robust investment management system that aggregates and reconciles securities across leading custodians, self directed accounts, and private placements.

practice areas

Firm Services

Our Wealth Management Philosophy is client centered, and open-architecture. This allows us to source, collaborate, and provide advice that is aligned with our client’s best interests.​

Axxcess Customized Portfolio Platform

Built internally for our family offices. Implement third party strategies in a single brokerage account.

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Wealth Management

Plug in and discover how the Axxcess Platform can enhance your firms services

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AxxcessLINK

Discover compliance with the DOL Fiduciary rule for businesses that sponsor a 401k

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Family Office

Wealthy Families typically treat investment management, lifestyle, business and estate planing functions as one interrelated plan. 

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Advisory Firms

Plug in and discover how the Axxcess Platform can enhance your firms services.

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Executives and Business Owners

For most owners, their business constitutes the majority of their personal wealth. 

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Fee based fiduciary services

We offer clients open architecture, with a full array of wealth management and investment advisory services.

Client Focused

We can implement our recommendations, or your unique diligence criteria without bias, or restriction. We work with both traditional and self directed custodians, and can accommodate holdings such as, private stock, llc units, partnerships, closely held corporations, real estate, private equity, and hedge funds.

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IDea Generation
Professional implementation

Investment Approach

Our industry is evolving from a one-size-fits-all mindset, to a customized investment portfolio approach. Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. Axxcess is a leader in tailoring a full suite of customized portfolio services that help investors expand their investment holdings, and better reduce downside exposure to loss.

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Focus on risk

Stress Test Your Portfolio

​​Stress Testing is about assessing the potential impact of economic scenarios (e.g. oil crash, inflation, etc.) on your portfolio and other investments.In a portfolio stress test, we construct “what-if” scenarios based on real life macro-economic uncertainties, and measure their potential impact on your portfolio. Portfolio stress testing is not about predicting the future, but about identifying and adjusting for downside risks.

Review Current Scenarios
stress test your portfolio
Understand the risks

What if Donald Trump gets bogged down with protectionism or other squabbles with Congress, and doesn't quickly address positive economic stimulus like tax cuts?

Current Events

Learn about the scenarios
  • Scenario Overview- Outcome time frame 1 year:
  • The market is expecting a growth in fiscal stimulus, and an alternate focus would be a letdown.
  • Healthcare sector may suffer uncertainty if ACA repeal is primary focus.
  • Protectionism and potential immigration slowdown could damage both domestic economy and multinational firms.
TESTIMONIALs

“Axxcess has built a leading investment platform .” 

Portfolio Manager
TESTIMONIAL

"The technology and reporting is unique. We have not been able to report our private equity holdings alongside our equity and fixed income until now"

Advisory firm A, CEo 
TESTIMONIAL

"AxxcessLINK was ahead of the DOL fiduciary rule in recognizing the significant positive effects it would have in lowering costs to participants and redesigned our plan years ago to be in compliance"

Actuarial firm client, president
Benefits

How does the Axxcess Platform work?

Integrate third party managed strategies in a single account while tracking all your holdings in one place.

Multi Manager Approach

Implement investment strategies using institutional separate account managers.

Blend ETF, fixed income, and mutual funds in the same account as your managed strategies.

Report, monitor and analyze hedge fund, private equity, and real estate within the same report portal.

Track performance of each security and strategy

Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account.

Performance reporting at the household, registration, account, security and strategy levels.

Rich content is customized in both report and web interfaces allowing the client and the Advisor to view the information how they want to see it.

Lower the cost of management, and improve tax efficiency

Managers are available to clients through institutional pricing relationships that are often lower than mutual fund expenses.

Unlike a mutual fund, the client owns the securities in the strategy. The client receives a single 1099 for all transactions.

Mutual fund expense ratios are not deductible expenses and you can buy into a fund that holds securities with significant capital gain exposure.

Firm communications

Platform Updates

News and Events

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We periodically update our clients and partners about current events and notable regulatory changes that impact wealth management, business planning, and the investment environment.

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We look forward to working with you.

The firm provides portfolio services with a fee based, customized approach to qualified investors. Axxcess Wealth Management, LLC is a Registered Investment Adviser with the SEC.

858.217.5347

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