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.