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.Learn more
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.
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.
Built internally for our family offices. Implement third party strategies in a single brokerage account.Deeper Dive
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Discover compliance with the DOL Fiduciary rule for businesses that sponsor a 401k
Wealthy Families typically treat investment management, lifestyle, business and estate planing functions as one interrelated plan.
Plug in and discover how the Axxcess Platform can enhance your firms services.
For most owners, their business constitutes the majority of their personal wealth.
We offer clients open architecture, with a full array of wealth management and investment advisory services.
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.Learn more
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
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?
Integrate third party managed strategies in a single account while tracking all your holdings in one place.
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.
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.
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.
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.