Axiom — providing Investment Advisors with access to a variety of investment models to more precisely meet their clients' needs
Axiom provides a powerful way to offer your clients a full service
unified managed account. Asset allocation models are an integral part of
achieving your clients’ goals. Studies have shown that most of a
portfolio’s return is driven by the correct asset allocation as
opposed to individual security selection.
Select from many asset allocation models
Axiom offers several types of asset allocation models and, with
numerous portfolio combinations, can produce an abundant number of strategist models. These models provide core market investing
and defensive/protection strategies to assist in managing client
expectations while enhancing returns.
Multiple feeds, unified view
Multiple custodian feeds can be unified to capture every detail of
a combined portfolio using Axiom’s Addepar reporting solution.