Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, we can construct, implement, and monitor the solution.

Axxcess Customized Portfolio Platform

OUR INDUSTRY IS GRAPPLING BETWEEN “VIRTUALLY FREE” ONE-SIZE-FITS-ALL MODEL PORTFOLIO MINDSET, AND A CUSTOMIZED INVESTMENT PORTFOLIO APPROACH FOR CLIENTS.

Our view remains that high net worth investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions.

Axxcess Customized Portfolio Platform

Our platform is a fee only, fiduciary advisory platform. We will help you choose an open architecture custodian for your account. Our resources provide you with specialists in portfolio management, real estate, private equity, and investment advisory services.

Many of our clients have made directed investments. They own limited partnerships, real estate, and sometimes shares of private companies. These illiquid investments are almost always ignored by Advisory Firms. Axxcess has a solution to help you track your holdings and report on your total wealth. Having built our firm running family offices, we understand this challenge.

Platform Reporting

With access to an open universe of ETF’s, stocks, mutual funds, fixed income, SMA strategies, and select hedge fund, private equity, real estate, and private debt, we built our reporting platform to deliver a comprehensive view of your wealth- both online and on paper. Most strategies are held in a single brokerage account-with a single 1099.

Our portal application is available to download from the Apple App Store, and Google Play for Android.

How does it work?

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.

  • Axxcess Customized Portfolio Platform- ACPP

    The ACPP approach delivers access to the model portfolios of a wide variety of third party investment managers.

  • Sleeve Managers

    “Sleeve Strategy Managers” are selected by Axxcess through a rigorous diligence process.

  • Advisor Directed
    Advisors create a customized strategy portfolio that meets  clients unique investment objectives by investing in several strategies.

We want to work with you

Work on a per account, registration, or a fully integrated basis. Enhancing your wealth management does not require you change everything you are doing all at once.

Investment Approach

  • Portfolio strategy is designed to capitalize on defined market opportunities and has a disciplined approach to fund selection among the institutional-quality  equity, fixed income, tactical ETF managers and hedge funds that share a complimentary investing approach.

  • We routinely perform quantitative and qualitative reviews of each fund to ensure that it continues to meet our rigorous criteria.

  • Our professional investment team routinely reviews and rebalances each strategy to ensure that it complies with its defined objectives through time.

  • Our professional investment team is constantly sourcing new institutional-quality funds across all investment strategies.

  • Talk to us about our current strategies and market thinking.

AXXCESS HAS DEVELOPED OUR PLATFORM BASED ON YEARS OF RUNNING FAMILY OFFICES BY CONSTRUCTING PORTFOLIOS WITH MANAGERS WHO HAVE PROVEN TRACK RECORDS OF GENERATING SUPERIOR RISK ADJUSTED RETURNS RELATIVE TO THEIR BENCHMARKS.

  • Philosophy

    Axxcess has developed our platform based on years of running family offices by constructing portfolios with managers who have proven track records of generating superior risk adjusted returns  relative to their benchmarks in all economic environments.​

  • Investment Choice

    Access to an open universe of ETFs, Stocks, Mutual Funds, Fixed Income, investment managers, and  select hedge funds.

  • Services

    Private Client Services – Investing and portfolio management and trading support.

  • Custodial Selection

    Custodial relationships with Charles Schwab, Fidelity IWS, NFS, Interactive Brokers, Millennium Trust, TD Ameritrade.