Our resources provide you with specialists in portfolio management, real estate, private equity, and investment advisory services.
We offer clients open architecture, with a full array of wealth management and investment advisory services.
Built internally for our family offices. Implement third party strategies in a single brokerage account.
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.
Axxcess offers prospective clients a view of their portfolio prior to becoming a client. Learn more below.
Lets start here. Click the link and review several stress tests. This initial review will help to discuss your investment concerns with your Advisor.
Trending topics we hear are:
How will my portfolio perform under a “normal” correction?
What happens to my portfolio if we have a major correction?
How will the proposed policy changes such as tax reform, or health care reform affect my portfolio?
Begin by telling us a little about yourself.
Our introductory process is limited in the information we ask. It is designed to get us to a point where we can help you evaluate how your portfolio would perform under certain conditions, and to create a dialogue to help you evaluate a working relationship with us. During the client on-boarding process, your Advisor will conduct a more thorough analysis.
Register and create your secure portal.
From within the portal, you will be able to track performance, holdings, balances and cashflows for your held away, and Axxcess managed accounts.
Our portal is designed for both individual family members and their authorized advisors. You can easily set-up complex wealth structures and invite next-generation family members to view and interact with their specific interests.
Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.
We encrypt your data with the AES-256 encryption standard and store it at industry-leading data centers that are fully SOC1/SOC2/SOC3 Type II certified.
You can link your outside accounts through the “Balance Sheet” page once you register.
Technology the integrates your complete wealth picture through a single portal.
Integrate third party managed strategies in a single account while tracking all your holdings in one place.
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.
