Beaumont Capital Management Joins the Axxcess Platform

May 10, 2022

Beaumont Capital Management

Deliver What Investors Expect®

After decades of investing for clients as an investment advisor, and helping clients navigate multiple bear markets, BCM’s portfolio manager gained a deep understanding of what investors want and expect.

BCM was created to provide growth strategies with downside risk management. Therefore, we engineered our systems and rules-based processes to stay invested in growing or sideways markets, and to get defensive in severe corrections or bear markets. While we offer multiple rules-based systems that each manage risk in their own way, they each are seeking to Deliver What Investors Expect®.

Additionally, our team of regional consultants support and consult with advisors to assist in building portfolios that will help their clients achieve their goals.

Our mission statement:

To create the investment products we want to invest in ourselves. We are an employee-owned firm with a passion for investing that seeks independent thinking and diverse voices and values scholarship, creativity, teamwork, and entrepreneurship. We aim for best-in-class business practices, whether in creating algorithms or providing customer service, as we work in partnership with our clients to achieve their financial goals.

Our Philosophy:

BCM built its strategies through the lens of an advisor. Through deep experience working with investors, we have learned the expectations, fears and emotions that emerge when it comes to investing. We have found that investors expect that an advisor or asset manager will grow their money in good times, but also seek to reduce risk and limit losses in bad times. They expect us to make the buy and sell decisions for them.

CONTACT US
Axxcess Wealth Management, LLC
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.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline,  Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.