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
We work with owner and executive groups to design, install and manage both qualified, and non-qualified retirement plans, and deliver strategic financial advice, covering issues such as succession, executive recruitment and retention, corporate liquidity, and equity capital.LEarn More
We developed our internal platform because our business required it.We did not find an outsourced solution that could:
Incorporate and report on alternative assets such as private equity, hedge fund, and real estate holdings alongside traditional third party managers, fixed income, equities, funds, and ETFs.
Create a proposal that included holdings that were not on a "platform."
Reasonably understand the unique requirements of accredited investors and qualified purchasers.