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Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
858.217.5347
Carlsbad CA, 92011
858.217.5347
admin@axxcesswealth.com
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Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.
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Axxcess Platform Announces Partnership With Hj Sims
Frontpage Article, NewsCARLSBAD, 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.
“We are thrilled about partnering with HJ Sims to equip their team with our asset management solution to help them continue to deliver a rich client experience. We are confident the HJ Sims team will find incredible value in our platform, which offers the tools and resources needed in one technology stack, further optimizing their client management approach,” says Michael Seid, CEO of Axxcess.
HJ Sims will utilize the Axxcess platform as an end-to-end portfolio management tool, allowing their wealth management experts to serve their clients’ financial needs with a seamless and scalable approach–including aggregating accounts, identifying risk, analyzing holdings, modelling and blending investment strategies, and accessing third-party directed solutions.
“Partnering with Axxcess by incorporating their customized technology and sophisticated interface via a first-class portfolio management tool will help our advisory team deepen their client relationships. The comprehensive technology platform provided by Axxcess empowers us to revolutionize our client experience with open architecture and access to best in breed money managers,” said Dan Mullane, Managing Principal of HJ Sims.
ABOUT HJ SIMS
Founded in 1935 on Wall Street, HJ Sims is a privately held investment bank and wealth management firm. HJ Sims is known as one of the country’s oldest underwriters of tax-exempt and taxable bonds, having raised $28+ billion for projects throughout the US. The firm is headquartered in Fairfield, CT, with nationwide investment banking, private wealth management and trading locations.
Investments involve risk, including the possible fluctuation of principal. Past performance is no guarantee of future results. HJ Sims is not affiliated with Axxcess Wealth Management. Member FINRA, SIPC.
ABOUT AXXCESS PLATFORM
Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP Platform to transform your Wealth Management practice. The Axxcess Platform is built for the experienced Advisor looking to improve its current RIA Platform, or as an operational solution for a high caliber professional thinking of going independent and seeking a seamless transition. We offer Advisors open architecture, with a full array of wealth management and investment advisory services to move your practice upstream. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies.
Our focus is on 3c(1) and 3c(7) clients and the Advisors that serve them. If you are interested in providing a platform of services designed to move your business upscale, Axxcess is your solution.
AXXCESS PLATFORM: Alexis Brock, Marketing and Communications, alexis@axxcesswealth.com | 866-217-5607
HJ SIMS: Tara Perkins, AVP Marketing Communications, tperkins@hjsims.com | 203-418-9049
Website: https://axxcessplatform.com/
The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Under no circumstances should this information be construed as a recommendation or advice. The views expressed herein reflect the professional opinions of Axxcess Wealth Management, LLC, and are as of the date referenced above and are subject to change.
About Axxcess Wealth Management, LLC: Axxcess is a leader in tailoring a full suite of customized portfolio services. The Axxcess Platform integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP framework that it deploys across RIA, BD, and direct channels.
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
SOURCE Axxcess Platform
Related Links
https://axxcessplatform.com
Axxcess Platform announces the rollout of a platform allocation tool
Axxcess PlatformCARLSBAD, 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 Allocator is the result.
“HiddenLevers was the missing piece we needed to complete the Axxcess Platform,” said Cory Persson, CFA CFS Director of Investments for Axxcess. “Our Platform partners and advisors can go start to finish with a client in one system: digitally aggregate a prospects current accounts without the need for a paper statement, establish risk; analyze holdings; blend advisor directed strategies, third party SMA strategies, along with private equity, private credit and hedged investments with the Axxcess Allocator; and implement the strategies digitally with e-signature of the allocation acceptance document directly to the client. Advisors will now have more time to focus on scaling their business, and strive to deliver a rich client experience.”
Details of the Deal
The Platform offers an end-to-end tool that allows advisors to blend third party managed strategies, private equity, hedge funds, and directed strategies into a solution that aims to create a seamless experience to optimize advisor to client proposals and contract lifecycle management.
HiddenLevers offered Axxcess a partnership approach to accomplish a key strategic goal. As the first HiddenLevers client to use this functionality, the Platform offers a next-level, integrated solution that incorporates big data to measure millions of relationships between the economy and investments. HiddenLevers’ research team integrates scenarios to model recessions, crises, and other economic events, using historical research and analysis on how economic indicators are correlated. Advisors with 10m or more of AUM using the Platform are provided this new tool at no cost when they onboard.
About HiddenLevers
HiddenLevers is a technology platform, providing next-level applications, business intelligence, risk analytics and economic research for the wealth management space. With nearly $500 billion in assets on its platform, HiddenLevers offers client experience and home-office solutions aimed at financial advisors, asset managers, and wealth management executive teams. The cloud-based platform includes a macro-scenario library, proposal generation, portfolio stress testing, model construction, and enterprise monitoring of risk, revenue, and KPI. HiddenLevers was founded in 2009 and remains a self-funded company, with headquarters in Atlanta.
About Axxcess Platform
Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP Platform to transform Wealth Management practices. The Axxcess Platform is built for the experienced advisor looking to improve its current RIA platform, or as an operational solution for a high caliber professional thinking of going independent and seeking a seamless transition. The Platform offers advisors open architecture, with a full array of wealth management and investment advisory services that aims to move a practice upstream. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies.
The Platform is designed for 3c(1) and 3c(7) clients and the advisors that serve them.
Contact information: For more information about Axxcess Platform: 866-217-5607
Website: https://axxcessplatform.com/
The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Under no circumstances should this information be construed as a recommendation or advice. The views expressed herein reflect the professional opinions of Axxcess Wealth Management, LLC, and are as of the date referenced above and are subject to change.
About Axxcess Wealth Management, LLC: Axxcess is a leader in tailoring a full suite of customized portfolio services. The Axxcess Platform integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP framework that it deploys across RIA, BD, and direct channels.
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
SOURCE Axxcess Platform
Related Links
https://axxcessplatform.com/
To see the full article, click here.
Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country
News- 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.
- 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.
The Axxcess Platform Integrates with many existing technologies to create efficiency across your practice. We want to work with you! Work on a per account, segment of client, or a fully integrated basis. Enhancing your business does not require you change everything you are doing all at once. https://www.fa-mag.com/news/financial-advisor-s-top-10-fastest-growing-rias-of-2019-50711.htmlPost-Tax Day “Get a Grip” Golf Tournament
NewsAxxcess 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 with fellow industry professionals. Click here to register.
Lyft files with SEC for long awaited IPO
News“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 company said it generated $2.16 billion in revenue last year, which represents a compound annual growth rate (CAGR) of 151 percent since 2016. Moreover, Lyft has controlled costs better than we expected with a mild CAGR of 16 percent over the same period.” Says Alejandro Ortiz, a Research Analyst, Private Investment Research for SharesPost Research LLC. Prior to joining SharesPost, he was a Valuation Analyst at Duff & Phelps with a focus on TMT industries.
According to SharesPost “The universe of private companies has expanded because companies are choosing to stay private longer since they have access to growth capital that was not available in the past. The ability for individual investors to invest in private companies can be challenging. Lack of liquidity, high minimums, and lack of access to venture or private equity institutional investors are all hurdles that challenge individual investors.”
Axxcess began to follow SharesPost in the third quarter 2018 and they were a invited to be presenting sponsor at our annual Axxcess Advisor Conference in November, in Carlsbad California to introduce their strategy to the professionals working on the Axxcess Platform.
Individual investors interested in private companies to a closed end, continuously offered mutual fund which is available at most brokerage firms, called the SharesPost 100 Fund Class I (PIIVX). To read more about a fund that invests in private companies, and is invested in Lyft, please follow the link below. The link below contains information, including the funds prospectus, which details the funds risks and expenses. Risks of investing in non-public companies are significant, including the risk of losing the entirety of your principal, and are not suitable for everyone. Please reach out to your Advisor for more information on your particular situation of if you want to learn more. Past performance is not an indication of future returns.
For the link, click here.
Stay Ahead Of The Curve By Investing In Next Generation Internet
Kevin Manzo, NewsDo you remember life before the internet? Back when you had to look up businesses in the Yellow Pages and call your out-of-state relatives to know what was going on in their lives? It really wasn’t that long ago. So much has changed in such a short period of time.
Think of how many companies exist today that couldn’t have existed before the internet. Think of how many jobs the internet has created, how it has fueled the economy, and how much money investors have made by investing wisely in the emerging technology and various ways of doing business.
Though the internet may seem like last century’s news, it is still morphing and growing, allowing investors to get in on the ground floor for this century’s technological and business innovation.
Web x.0: Next Generation Internet
What does this century’s internet look like? Not AOL, that’s for sure!
Today we are seeing a change in infrastructure to cloud-based models and mobile technology. Gone are the days of desktop computers and installing expensive software. Today’s generation wants the freedom to both work and play wherever and whenever they like. The rising use of shared technology and internet-based products and services represents a shift that could prove very profitable to investors who recognize it.
We have moved from accessing the internet through our computers to using our cell phones and smartwatches. And we are not the only ones connecting to the internet. Our cars, appliances, even our thermostats now connect and exchange data electronically. This is called the Internet of Things, a network of physical devices embedded with electronics, software, sensors, actuators, and connectivity that integrate the physical world into our computer-based systems in order to make our lives easier. This is the internet of tomorrow.
We are living in the Information Age, and information is only getting more important. In fact, we have so much of it at our fingertips that it has led to the rise of big data, where advanced data analytics are used to extract value from the vast stores of data now available to us. Big data has turned internet marketing upside down and is also used to recognize business trends, fight crime, and even prevent disease. All of this information has also led to the rise of artificial intelligence, where our technology is continuously learning and improving, carrying us further into the future.
Investing In The Future
The future of the internet, data, and technology is very exciting. And you can become a part of it without being an IT specialist or a data analyst. As an investor, you can help fund today’s innovations to make tomorrow a better place.
At Axxcess Wealth Management, we have access to the ARK Web x.0 ETF. This is an electronically traded fund that focuses on the internet of the future, investing in companies that develop, produce, and enable:
If you would like more information about investing in Web x.0 and how this ETF might fit into your portfolio, call us at 858.217.5347 today.
About Kevin
Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high net-worth professionals and their families. After 12 successful years as a portfolio manager and advisor, Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.