Athena Global Tactical ETFs Update With recent market volatility, we have advisors and clients asking about potential position changes to our Global Tactical ETFs portfolio. Tactical managers use different approaches including economic conditions, momentum and valuation. These signals can be short, intermediate or long-term in nature. We use longer-term deep behavioral currents and don’t react […]
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The technical details which appear to have created significant selling last week began in the options market after-hours on Friday, February 3rd and are quite extraordinary. For those who are interested in taking a deeper dive, simply Google “what happened to XIV” and you will learn quite a bit about trading volatility. Best we can […]
n May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth. Hidden Levers partners with the Axxcess Customized Portfolio Platform “Hidden Levers was chosen for their forward thinking in designing […]
xxcess Wealth Management, LLC moves into its new headquarters at 6005 Hidden Valley Rd in Carlsbad. The new suite is upgraded with new network technology, and redesigned interior. We are excited to move into our new space which has been under construction since December 2016 said controller Susan Wrenn. Axxcess has upgraded technology and network […]
xxcess added Fidelity IWS (Institutional Wealth Services) to the Axxcess Customized Portfolio Platform to broaden the services available to clients and advisors. Fidelity IWS allows clients to choose Fidelity as their custodian, and enables an existing Fidelity client to add third party TAMP and UMA services to their Fidelity account. Axxcess is pleased to re-engage […]
Overview lan sponsors, as a whole, are unaware that participants pay disparate fees, and service providers, particularly record-keepers that receive revenue-sharing payments, are not going to address it, experts say. It is incumbent on sponsors, then, to ask their plan advisers and record-keepers about fee levelization. January 14th, 2016-PlanSponsor Key reasons for the CPA […]
Carlsbad CA, 92011
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
Axxcess offers advisory services independent of Arete. Neither firm is affiliated.