#USA #Carlsbad #Axxcess Wealth #Cory Persson #ThinkAdvisor Luminaries

Cory Persson Acknowledged for Excellence in Investment Management

Cory Persson, Chief Investment Officer at Axxcess Wealth Management, has recently been recognized as a finalist for the 2025 ThinkAdvisor Luminaries Award in the category of "TAMP and Model Marketplace Chief Investment Officer of the Year." This nomination highlights his exemplary leadership and the continuous innovative strategies that he has implemented at Axxcess Wealth.

Overseeing the Axxcess UMA/UMH platform designed for high-net-worth clients, Persson is responsible for managing a platform that handles over $12 billion in client assets across more than 400 strategies. These strategies encompass a diverse range including long-short direct indexing and a pioneering digital end-to-end alternative investment proposal that incorporates subscription and allocation engines. As a chief architect behind the investment strategies of Axxcess, Persson provides crucial insights into macroeconomic trends and custom portfolio architectures that deftly blend traditional, alternative, and tax-aware investment approaches.

In his own words, Persson states, "We're building more than portfolios; we're creating frameworks that empower advisors to elevate their businesses without losing control or sacrificing tax efficiency. By integrating traditional and alternative investment strategies, along with long-short capabilities and coordinated income-offset strategies, we aim to enhance not just the growth of investments but also the retention of wealth."

A prime initiative reflecting this vision is Axxcess' newly launched Enhanced Wealth Management service. This offering grants advisors access to tax-efficient direct indexing, personalized harvesting strategies, and long/short investment overlays within a unified UMA framework. Under Persson’s strategic direction, Axxcess is advancing towards a tailored investing platform that provides institutional depth without the burden of cumbersome operations.

Michael Seid, CEO of Axxcess, remarked, "Advisors today are under intense pressure to showcase their unique value propositions. The Axxcess Platform harmonizes the advisor-client experience while addressing the multifaceted challenges that high-net-worth investors and their advisors face." He emphasizes that Persson's contributions have been vital in driving Axxcess' mission to provide bespoke strategic insights at scale, enabling advisors to navigate the intricacies of today's investment landscape.

The ThinkAdvisor Luminaries award has witnessed unprecedented participation this year, underscoring Axxcess' prominent position among leading TAMPs. The finalists will convene in New York City on December 4th for the award ceremony, which promises a full day of enriching roundtable discussions, panel reviews, and exclusive networking opportunities tailored for industry leaders.

This recognition comes at a pivotal time when independent Registered Investment Advisors (RIAs) are increasingly seeking personalized services that match scale and depth in investment offerings. Such dynamics are fostering a robust platform that not only benefits sophisticated clients but also enhances the advisory experience for their advisors.

About Axxcess Wealth Management

Founded in Carlsbad, California, Axxcess Wealth Management stands as a hybrid registered investment advisor (RIA) and a turnkey asset management platform (TAMP). The firm is dedicated to offering institutional-grade investment and operational infrastructure tailored for high-net-worth advisors and their clientele. With robust capabilities in tax-aware investing, direct indexing, alternative investment strategies, UMA technology, and integrated service operations, Axxcess empowers firms to scale confidently and efficiently. Currently managing approximately $12.5 billion in platform assets, Axxcess serves advisors and clients throughout the United States. For further information, visit axxcessplatform.com.