What we do

individuals and families

Wealth Management

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.

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Executives and business owners


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.

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Advisors and broker dealers

Solutions you can leverage in your business:

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.