Axxcess Wealth Enhances Offerings with New Chief Wealth Officer Appointment
In an important move for the wealth management sector, Axxcess Wealth Management has announced the appointment of Deron T. McCoy, CFA®, CFP®, CAIA®, AIF® as its Chief Wealth Officer. This initiative aims to elevate Axxcess's service offerings, particularly for high-net-worth clients and their advisors. The firm is recognized as a leading Turnkey Asset Management Platform (TAMP), specifically designed to facilitate the needs of affluent clients and their respective financial advisors.
McCoy's appointment comes at a time when the demand for personalized investment strategies is stronger than ever. With more than two decades of experience in institutional asset management, he has an impressive track record of scaling investment programs from a mere $200 million to over $20 billion in assets under management (AUM). In his new role, McCoy will serve as both a visionary leader and a representative voice for Axxcess's expanding advisor network. He is charged with delivering comprehensive investment strategies, interpreting macroeconomic trends, and crafting tailored portfolio architectures that integrate traditional investment approaches with tax-aware methodologies.
"We're not just building portfolios; we're constructing frameworks that empower advisors to embrace growth while maintaining control, precision, and favorable tax implications," stated McCoy. This philosophy underpins Axxcess's newly launched Enhanced Wealth Management service, which is at the heart of its evolving vision. This service enables advisors to utilize tax-efficient direct indexing and custom harvesting strategies, all within a unified Unified Managed Account (UMA) framework.
Along with McCoy, Chief Investment Officer Cory Persson has remarked on the need for advisors to showcase unique value to their clients amidst increasing market pressures. The new service offering aims to imbue advisors with the capability to aid their clients in mitigating tax burdens without compromising on growth, flexibility, or control.
As independent Registered Investment Advisors (RIAs) seek out ways to ramp up personalization while managing expanding compliance demands, Axxcess's platform stands out as a robust solution. The firm combines cutting-edge technology with core investment strategies, streamlining operations and minimizing administrative burdens on advisors. This is particularly pertinent as advisory firms strive to transition away from outdated legacy systems towards more advanced platforms.
Axxcess Wealth Management’s headquarters are located in Carlsbad, California, and it serves a broad network of advisors across the United States, boasting over $11 billion in assets on its platform. The firm’s focus on high-net-worth individuals is reflected in its commitment to offer a hybrid approach that integrates institutional-grade investment capabilities with personalized service.
Overall, McCoy's leadership and Axxcess's enhanced strategies position the firm not only to meet current client demands but also to anticipate the future needs of investors navigating an increasingly complex financial landscape. As Axxcess takes these significant steps toward modernization and enhanced client service, the firm's advisors are poised to make lasting impacts in their clients' financial journeys.
McCoy's appointment comes at a time when the demand for personalized investment strategies is stronger than ever. With more than two decades of experience in institutional asset management, he has an impressive track record of scaling investment programs from a mere $200 million to over $20 billion in assets under management (AUM). In his new role, McCoy will serve as both a visionary leader and a representative voice for Axxcess's expanding advisor network. He is charged with delivering comprehensive investment strategies, interpreting macroeconomic trends, and crafting tailored portfolio architectures that integrate traditional investment approaches with tax-aware methodologies.
"We're not just building portfolios; we're constructing frameworks that empower advisors to embrace growth while maintaining control, precision, and favorable tax implications," stated McCoy. This philosophy underpins Axxcess's newly launched Enhanced Wealth Management service, which is at the heart of its evolving vision. This service enables advisors to utilize tax-efficient direct indexing and custom harvesting strategies, all within a unified Unified Managed Account (UMA) framework.
Along with McCoy, Chief Investment Officer Cory Persson has remarked on the need for advisors to showcase unique value to their clients amidst increasing market pressures. The new service offering aims to imbue advisors with the capability to aid their clients in mitigating tax burdens without compromising on growth, flexibility, or control.
As independent Registered Investment Advisors (RIAs) seek out ways to ramp up personalization while managing expanding compliance demands, Axxcess's platform stands out as a robust solution. The firm combines cutting-edge technology with core investment strategies, streamlining operations and minimizing administrative burdens on advisors. This is particularly pertinent as advisory firms strive to transition away from outdated legacy systems towards more advanced platforms.
Axxcess Wealth Management’s headquarters are located in Carlsbad, California, and it serves a broad network of advisors across the United States, boasting over $11 billion in assets on its platform. The firm’s focus on high-net-worth individuals is reflected in its commitment to offer a hybrid approach that integrates institutional-grade investment capabilities with personalized service.
Overall, McCoy's leadership and Axxcess's enhanced strategies position the firm not only to meet current client demands but also to anticipate the future needs of investors navigating an increasingly complex financial landscape. As Axxcess takes these significant steps toward modernization and enhanced client service, the firm's advisors are poised to make lasting impacts in their clients' financial journeys.
Topics Financial Services & Investing）
【About Using Articles】
You can freely use the title and article content by linking to the page where the article is posted.
※ Images cannot be used.
【About Links】
Links are free to use.