Services We Provide

Starting with product development, we work hand in hand with our partners to develop and build brands that reflect thoughtful consideration of today's investor. This comprehensive approach strengthens every aspect of the offering process and helps to create robust programs for a demanding marketplace.

Consulting and Product Development

We rely on constant communication and discussion groups with Registered Investment Advisors, Broker Dealers, and Registered Representatives to provide advice on key structural elements of contemplated offerings to ensure that no obstacles are written in to the offering documents that would be detrimental to the capital raise. These efforts also ensure that the offering terms are in line with the market.

Registration, Compliance, and Regulatory Advice

With in house compliance and an excellent working relationship with our supervising Broker Dealer, ARI Financial Services (ARI), our firm adds tremendous value with regards to navigating the registration and regulatory issues and governing bodies associated with investment offerings.

Branding and Marketing Development

We take an educational approach to marketing, hosting periodic webinars with experts in their fields (often CFP© CE Approved), authoring research papers, and speaking at industry related events. Additionally, we have close ties and strong working relationships to very creative, talented, and efficient financial industry graphic art and web design consultants in addition to talented PR professionals.

Broker Dealer/Custodial Services and Support

For the Broker Dealer- Axxcess strives to provide broker dealers and their registered representatives all of the educational, due diligence, and communication support in order to help firms increase their market share.

For the RIA- Axxcess is accustomed to working with custodians of all shapes and sizes in order to get alternative products approved on various platforms.

Investment Processing and Communication

We work diligently with all third parties to ensure that subscription and fulfillment documentation is executed in an accurate and timely manner.

Investor Services, Communication & Reporting

Our team members are highly experienced and have the capabilities both from a human capital and infrastructural standpoint to provide professional investor relations services to third parties wishing to outsource those important functions.

Offering Updates and Strategy

We believe in transparency. As a part of our best business practices we prepare and deliver weekly written updates to our clients and are constantly analyzing, discussing, and nimbly adapting the marketing strategy in order to achieve optimal results.

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.