Wealth Management and Family Office Services
…..powered by Axcess Capital Managers
Our Wealth Management and Family Office Services is managed by Axcess Capital Managers Inc. an affiliate of Axcess Capital Advisors Inc.
Our mission is to assist Wealth Managers and Family Offices in developing a reliable source of Alternative Exempt Market products to accommodate their investors growing demand for suitable Alt products for portfolio diversification and growth while preserving investors’ wealth.
Axcess offers a variety of vetted Exempt products that empowers Wealth Managers and Family Offices to accommodate ethe growing demand for investor access to the Alt/Exempt marketplace.
Services range from providing in depth due diligence reporting, fund offering diagnostics on existing portfolios, and to sourcing best-in-class opportunities via Axcess Capital Advisors Inc.
Alt/Exempt Investment assistance for Wealth Managers/Family Offices
These may include some or all of the following:
- Alt/Exempt Asset Allocation
- Alt/Exempt Portfolio Construction
- Alt/Exempt Manager Selection
- Alt/Exempt Due Diligence
- Alt/Exempt Monitoring & Reporting
- Alt/Exempt Portfolio Re-balancing
- Alt/Exempt Risk Management & Analysis
- Access to best-in-class Alt/Exempt opportunities
- Alt/Exempt Investment Education
Investment Portfolio Analysis
Investment portfolio analysis is tailored for Wealth Managers/Family Offices clients and may include some or all of the following
- Fees Analysis
- Risk Analysis
- Returns Analysis
- Peer Group Comparison
- Portfolio Redundancies
- Diversification Analysis
- Benchmark Analysis
Investment Planning
The investment planning process is tailor made (suitability) to the needs of the individual client
- Return Requirements
- Risk Types & Tolerance
- Draw-down Constraints
- Roles and Responsibilities
- Benchmarks
- Cash Flow Requirements
- Liquidity Constraints
- Portfolio Re-balancing