AXXCESS CUSTOMIZED PORTFOLIO PLATFORM

Fractional PM & Investment Oversight Committee

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

Outsourced Chief 
Investment Officer

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 SERVICES

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

INVESTMENT OVERSIGHT COMMITTEE

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

Assist your firm's portfolio construction, monitoring, and oversight. Services 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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