Entries by admin

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Axxcess Platform Announces Partnership With Hj Sims

CARLSBAD, Calif., Oct. 1, 2019 /PRNewswire/ — The Axxcess Platform (“Platform”), an enterprise turnkey asset management platform, announced today a partnership with HJ Sims, a privately held investment bank and wealth management firm headquartered in Fairfield, CT. HJ Sims and Axxcess have partnered to deliver a suite of portfolio management technology for the HJ Sims private client wealth management team. […]

Axxcess Platform announces the rollout of a platform allocation tool

CARLSBAD, Calif., Aug. 30, 2019 /PRNewswire/ — The Axxcess Platform (“Platform”), an enterprise turnkey asset management platform (TAMP), run by Axxcess Wealth Management, LLC (“Axxcess”) announced today the completion of a co-development project with HiddenLevers, a premiere risk tech provider serving the wealth management space, to launch an end-to-end portfolio management solution for the Platform.  The […]

Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country

Axxcess Wealth Management has been named as the 10th fastest growing RIA firm in the country! Working with Axxcess will give you: 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 […]

Post-Tax Day “Get a Grip” Golf Tournament

Axxcess Wealth Management is once again one of the sponsors of this year’s Post-Tax Day Golf Tournament on April 16th, 2019. This tournament is an organized, casual, entertaining afternoon of golf with fellow professionals, including CPAs, EAs, attorneys, financial advisors, bankers, and risk professionals. Please join us and use this opportunity to network and mingle […]

Lyft files with SEC for long awaited IPO

“We’ve been waiting for a long time and with great anticipation for Lyft to finally file for an IPO. And, boy, the ride-hailing giant did not disappoint. According to documents filed with the Securities and Exchange Commission, Lyft’s financial performance has surpassed our general expectations regarding growth and, perhaps more surprisingly, pathway to profitability. The […]

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Athena Global ETF- Feb 13 2018 Update

Athena Global Tactical ETFs Update With recent market volatility, we have advisors and clients asking about potential position changes to our Global Tactical ETFs portfolio. Tactical managers use different approaches including economic conditions, momentum and valuation. These signals can be short, intermediate or long-term in nature. We use longer-term deep behavioral currents and don’t react […]

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Reflections on recent volatility

The technical details which appear to have created significant selling last week began in the options market after-hours on Friday, February 3rd and are quite extraordinary. For those who are interested in taking a deeper dive, simply Google “what happened to XIV” and you will learn quite a bit about trading volatility. Best we can […]

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Axxcess partners with Hidden Levers to create an enterprise portfolio proposal and stress testing center

n May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth. Hidden Levers partners with the Axxcess Customized Portfolio Platform “Hidden Levers was chosen for their forward thinking in designing […]

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Axxcess Carlsbad expands into a new suite

xxcess Wealth Management, LLC moves into its new headquarters at 6005 Hidden Valley Rd in Carlsbad. The new suite is upgraded with new network technology, and redesigned interior. We are excited to move into our new space which has been under construction since December 2016 said controller Susan Wrenn. Axxcess has upgraded technology and network […]