The Axxcess Platform integrates alternative investments with traditional equity and fixed income strategies in a single proposal. Accept and allocate strategies digitally in a simple workflow. Need a new account? Open an account with Goldman Sachs digitally from within the Allocator.
LP level reporting on all types of alternative investments, including tracking of capital calls, MOIC, and IRR on cash flows.
A Curated Platform of Alternative Investments
Private Credit, Private Equity, Hedged, and Real Estate opportunities for accredited, and qualified purchaser clients. 1099, and k1 reporting options.
Digital Subsciption
Electronic delivery and life-cycle management of the subscription process, dramatically improving efficiency and client satisfaction.
Institutional focus
Strategies that focused on qualified purchaser and accredited investor clients.
Lower Investment Minimums & Pricing
Strategies with both 1099 and K1 reporting, liquidity profile, including private equity, private credit, real assets, hedge funds with attractive entry points for private clients.
Comprehensive & Rigorous Due Dilligence Process
Internal dedicated diligence overseen by a comittee of senior investment, risk, legal, and compliance professionals.
Alternative Investment Allocator
The Axxcess Platform solves key challenges for advisors that work with high net worth clients. Analyze, propose, accept and allocate within the Axxcess Allocator - all digitally.
The Axxcess Allocator integrates alternative investments with traditional equity and fixed income strategies in a single proposal. Accept and allocate strategies digitally in a simple workflow. Need a new account? Open an account with Goldman Sachs digitally from within the Allocator.
The Alternative Investment Expert
Jeff Anderson, CFA®
Our comprehensive strategies, diverse talent and global resources enable us to offer investment opportunities that may help qualified investors enhance returns, reduce volatility, manage taxes, and generate income
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.
