AXXCESS CUSTOMIZED PORTFOLIO PLATFORM

Fractional PM & Investment Oversite Committee

By offering expert management and daily oversight, our FPM and IOC services free up resources, allowing organizations to focus on their core operations. These services can also provide cost-saving opportunities through scale, and greater access to investment opportunities.
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scale your ria with an

Outsourced Chief 
Investment Officer

Advisors today face increasingly complex responsibilities and resource constraints. Axxcess’ investment team can help you and your team manage allocation and security selection decisions.

Axxcess’s IOC services are central to our mission to help advisors and their clients reach their investment goals and core objectives. Advisors can gain scale and efficiency outsourcing model creation, allocation, implementation, and ongoing monitoring in a fractional overlay service, with the direct support and interaction of Axxcess’s team of CFA® charterholders.
Fractional Portfolio Manager
investment oversite committee

Active Oversight of Client Accounts

Weekly Investment Oversight Calls

Quarterly Committee Meetings

Watch List

Investment Screening

Manager Selection

Model Portfolio Construction

Model Portfolio Oversight

Client Facing Calls

Market Commentary

Model Strategy Review

Manager Oversight & Diligence

IPS Drafting & Review

Model Strategy Monitoring

Equity Watch List/Monitoring

Model Strategy Monitoring

Equity Watch List/Monitoring

Scale and Efficiency

Axxcess Platform is a leading, high net worth client focused UMA/UMH platform, that seamlessly integrates your investment approach, with best in class asset managers, and direct investments.

dedicated pm

Portfolio construction, monitoring, oversight, and timely insights. Can be client facing or incorporated into your internal investment committee structure.

trade order management

Axxcess Fractional PM and IOC services can be tailored to your business, including the outsourcing of your trade order management, and investment allocation needs.

WANT TO LEARN MORE?

Want to learn all the ways our OCIO services can move your practice upstream? Take a deeper dive in our OCIO Brochure.
CONTACT US
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

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.

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