AXXIOS Private Wealth Management provides a full range of financial and investment services to institutional investors, including corporations, endowments, profit-sharing plans and foundations. Our services include consultations with both boards of directors and company management teams in order to develop, design and implement the following:
- Investment policies
- Portfolio design across all asset classes
- Equities
- Fixed income
- Real estate
- Private equity
- Commodities
- Hedge funds
- Currencies
- Cash flow planning
- Portfolio monitoring
- Comprehensive portfolio reporting
- 401K Advisory and management