Outsourced CIO Services

The new OCIO offerings through the Axxcess Platform will provide scalable opportunities to serve solutions to their high net worth clients.

  • 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 and 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.

Axxcess has developed our platform based on years of running family offices by constructing portfolios with managers who have proven track records of generating superior risk adjusted returns relative to their benchmarks in all economic environments.