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Financial Advisor   

$945MM AUM | $1 GDC in Carlsbad, CA

Member Level
Last Activity

Business Mix:

10% Comm
90% Fee


Carlsbad, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP framework. We combine internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies. We can implement our recommendations, or your unique diligence criteria without bias, or restriction. We work with both traditional and self directed custodians, and can accommodate holdings such as, private stock, llc units, partnerships, closely held corporations, real estate, private equity, and hedge funds.

We developed our internal platform because our business required it.​​We did not find an outsourced solution that could:

​Incorporate and report on alternative assets such as private equity, hedge fund, and real estate holdings alongside traditional third party managers, fixed income, equities, funds, and ETFs.

Create a proposal that included holdings that were not on a "platform."

​Reasonably understand the unique requirements of accredited investors and qualified purchasers.

Axxcess 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.​

Axxcess can partner with you as an upscale white labeled solution for your practice, or as a single point solution for your more complicated, multi asset class portfolios on an account by account basis.

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