Frequently Asked Questions


What role does the Axxcess Platform play in the financial industry?

Our platform introduces a variety of vetted, alternative investment managers to the RIA, Family Office, High Net Worth and Broker Dealer communities.

What is the typical profile of one of our clients/managers?

Our managers, have tremendous competitive advantages in their respective niches including real estate, fixed income, equities and commodities. Axxcess specializes in various investment vehicles including public offerings, Reg. D funds, hedge funds, debt placements and limited partnerships. All of our clients share three main core values: a focus on the appropriate balance of risk to reward, the understanding that capital preservation is paramount to any portfolio allocation, and a mutual commitment to building long-term relationships.

How does our firm add value to its partners (managers)?

We traditionally partner with our clients early in the product development cycle, adding value in the following ways:

  • 1. Assist in identifying the correct channel in an effort to achieve the most efficient capitalization of the contemplated offering
  • 2. Structure the investment vehicle to most effectively pursue the identified channel for distribution
  • 3. Design and implement an educationally based and comprehensive marketing campaign
  • 4. Investor Relations
  • 5. Sale/marketing distribution and wholesaling

What Axxcess Capital assets can be leveraged by sophisticated investors?

  • 1. Relationships- Our brand image and reputation attracts institutional investment managers seeking an introduction to our niche sources of capital
  • 2. Due Diligence- Our evaluation process is focused on capital preservation, an appropriate balance of risk/reward, and best business practices
  • 3. Education- Our firm holds periodic webinars where experts in their respective fields address various topic including: emergent investment and economic niches and trends, industry related legislation, regulatory issues, business development, and manager due diligence

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.

NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by Axxcess Capital, LLC, or any affiliate, or partner thereof (“Axxcess”). Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Axxcess Capital, or one of its partner/issuers. Axxcess does not warrant the accuracy or completeness of the information contained herein.