CARLSBAD, Calif., Oct. 1, 2019 /PRNewswire/ — The Axxcess Platform (“Platform”), an enterprise turnkey asset management platform, announced today a partnership with HJ Sims, a privately held investment bank and wealth management firm headquartered in Fairfield, CT. HJ Sims and Axxcess have partnered to deliver a suite of portfolio management technology for the HJ Sims private client wealth management team.
“We are thrilled about partnering with HJ Sims to equip their team with our asset management solution to help them continue to deliver a rich client experience. We are confident the HJ Sims team will find incredible value in our platform, which offers the tools and resources needed in one technology stack, further optimizing their client management approach,” says Michael Seid, CEO of Axxcess.
HJ Sims will utilize the Axxcess platform as an end-to-end portfolio management tool, allowing their wealth management experts to serve their clients’ financial needs with a seamless and scalable approach–including aggregating accounts, identifying risk, analyzing holdings, modelling and blending investment strategies, and accessing third-party directed solutions.
“Partnering with Axxcess by incorporating their customized technology and sophisticated interface via a first-class portfolio management tool will help our advisory team deepen their client relationships. The comprehensive technology platform provided by Axxcess empowers us to revolutionize our client experience with open architecture and access to best in breed money managers,” said Dan Mullane, Managing Principal of HJ Sims.
ABOUT HJ SIMS
Founded in 1935 on Wall Street, HJ Sims is a privately held investment bank and wealth management firm. HJ Sims is known as one of the country’s oldest underwriters of tax-exempt and taxable bonds, having raised $28+ billion for projects throughout the US. The firm is headquartered in Fairfield, CT, with nationwide investment banking, private wealth management and trading locations.
Investments involve risk, including the possible fluctuation of principal. Past performance is no guarantee of future results. HJ Sims is not affiliated with Axxcess Wealth Management. Member FINRA, SIPC.
ABOUT AXXCESS PLATFORM
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. The Axxcess Platform is built for the experienced Advisor looking to improve its current RIA Platform, or as an operational solution for a high caliber professional thinking of going independent and seeking a seamless transition. We offer Advisors open architecture, with a full array of wealth management and investment advisory services to move your practice upstream. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies.
Our focus is on 3c(1) and 3c(7) clients and the Advisors that serve them. If you are interested in providing a platform of services designed to move your business upscale, Axxcess is your solution.
AXXCESS PLATFORM: Alexis Brock, Marketing and Communications, firstname.lastname@example.org | 866-217-5607
HJ SIMS: Tara Perkins, AVP Marketing Communications, email@example.com | 203-418-9049
The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Under no circumstances should this information be construed as a recommendation or advice. The views expressed herein reflect the professional opinions of Axxcess Wealth Management, LLC, and are as of the date referenced above and are subject to change.
About Axxcess Wealth Management, LLC: Axxcess is a leader in tailoring a full suite of customized portfolio services. The Axxcess Platform integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP framework that it deploys across RIA, BD, and direct channels.
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.
SOURCE Axxcess Platform
Mr. Garamszegi brings over 16 years of executive experience in the medical device industry. He has co-founded several, successful medical device start-up companies, where he then served as Chief Technology Officer and VP of Engineering. He established the Product Development, Quality, Regulatory, and Manufacturing departments for his companies, and during this time he launched 13 FDA 510(k)-cleared implant products.
Mr. Garamszegi is a co-inventor of the ZIP® interspinous implant product line. He has also been awarded seven US and one Canadian patent for his spinal implant designs and has over 10 patents pending; most of these inventions were commercialized and currently being sold in the United States, Canada, Europe and other international markets. Laszlo is the co-inventor of the 4Closure℣ Laparoscopic Fascia Closure Device, a technology that was sold to Synovis Life Technologies in 2007 (NYSE: SYNO) then to Baxter International (NYSE: BAX).
Mr. Garamszegi received his Manufacturing Engineering Technology degree from Banki Donat Technical Institute in Hungary.
Tasha joined ARK in January 2014 and is an analyst for ARK’s Industrial Innovation strategy and The 3D Printing ETF. She covers autonomous cars, additive manufacturing, infrastructure development, and innovative materials. Previously, she worked for almost three years as a management consultant for Applied Value, working primarily with manufacturing and automotive clients.
Tasha is a graduate of Boston University’s Collaborative Degree Program with a Bachelor of Science in Business Administration with a Finance concentration, and a Bachelor of Arts in Mathematics and Statistics with a Pure and Applied Mathematics concentration.
Tasha has appeared on CNBC, BNN, Cheddar Live, and frequent webinars with Robotics Business Review. She has been quoted and had her research featured in The Wall Street Journal, Forbes, Wired, the Verge, Bloomberg, CNNMoney, and Marketwatch, among other publications.
Richey is Senior Vice President and National Sales Manger for PTX Securities, LLC. Richey began his wholesaling career at PLANCO/The Hartford and over the past two decades held leadership positions in sales organizations that have launched successful products in both domestic and international markets. He was part of the original management team for The Hartford Leaders Group launching what would become the best selling VA product in the US. And in 2002 Richey re-located to Tokyo where as Chief Sales Officer for HLIKK he led the sales effort for The Harford’s successful entry into the Japanese market. Most recently, he has been a part of teams that brought innovative new products to market for Sammons Retirement Solutions and LoCorr Funds. Richey is a graduate of The University of Texas at Austin with a degree in Finance and holds FINRA series 24, 7, and 63 licenses.