Family Office Services
…..powered by Axcess Capital Managers
Our Family Office Services is administered and managed by Axcess Capital Managers Inc. an affiliate of Axcess Capital Advisors Inc.
Our mission is to assist affluent families in making continued positive investment decisions to fit their needs and goals while preserving their wealth.
- We offer a variety of customized services that empowers our clients to continue the growth and depth of their portfolios
- Services range from providing diagnostics on existing portfolios, to holistic planning for the estate, to sourcing best-in-class opportunities
- The commitment to educating clients provides them with a greater probability of achieving their goals
- To be aligned with our clients, the services offered are remunerated based on time, rather than a percentage of assets or transaction fees, unless otherwise agreed to, thereby completing an alignment with our clients goals
Our Investment Process
These may include some or all of the following. Clients will be reviewed and considered on an individual basis.
- Planning & Modeling
- Asset Allocation
- Portfolio Construction
- Cash-flow Management
- Manager Selection
- Due Diligence
- Monitoring & Reporting
- Portfolio Re-balancing
- Risk Management & Analysis
- Access to best-in-class opportunities
- Investment Education & Coaching
Investment Portfolio Analysis
Investment portfolio analysis is tailored for individual 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