Sleeve Strategy/UMA

Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, we can construct, implement, and monitor the solution.

AXXCESS PROPOSAL GENERATOR

Scenario Analysis, Optimization, IPS Generation, Stress Testing.

TRUE OPEN ARCHITECTURE

Traditional Custodians like Schwab, Fidelity IWS, and Ameritrade as well as direct, and self directed options and our Private Asset Platform.

MULTI-ASSET CLASS FOR ACCREDITED & QUALIFIED PURCHASERS

TAMP services are inherently limited to traditional equity and ETF strategies. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies.

Performance reporting at the household, registration, security, and strategy levels

Each custodial account can be sleeved to incorparate advisor directed and third party managed strategies. Apply unique fee schedules on each sleeve, and report on each strategy, with performance at the sleeve, and security level.

The Axxcess Platform helps Advisors deliver a portfolio solution that is both scalable, and customized for the unique needs of your client base. 

Our clients include single and multi-family offices, traditional wealth advisory firms and money managers.

1
Blend tactical and strategic strategies for your client in a single brokerage account.
2
Report and bill at the Sleeve Manager level.
3
Axxcess customizes its tools for Advisor Partners.

Blend directed investments with equity, fixed income, private equity, private credit, and hedge funds, in the same account.

Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP Platform to transform your Wealth Management practice.

HEDGE FUNDS

Hedge funds access can be direct, or through one of our platform partners: CAIS, ICapital Network, Gemini Platform, Crystal Capital, and Directed Investments.

CREDIT/PRIVATE DEBT

Private Credit includes middle market, platform, and hard money.

REAL ESTATE

Directed, syndicated, partnership, fund, and REIT holdings can be tracked and reported on through the PAP.

PRIVATE EQUITY

Track capital commitments, capital drawn, allocations by manager, risk, strategy, and type.

DIFFERENTIATE YOUR BUSINESS.

Move your RIA upstream, one client at a time.
Get in Touch
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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