Recognition for Investment Leadership
Cory Persson, CFA, has garnered attention for his impressive work at Axxcess Wealth Management. Recently, he was named a finalist for the ThinkAdvisor Luminaries Award in the category of "TAMP and Model Marketplace Chief Investment Officer of the Year." This recognition underlines his commitment to innovative investment strategies and his leadership within the firm.
About Axxcess Wealth Management
Axxcess Wealth Management operates as a hybrid Registered Investment Advisor (RIA) and Turnkey Asset Management Platform (TAMP). The firm is dedicated to providing high-net-worth advisors and their clients with top-tier investment and operational infrastructures. They seamlessly integrate capabilities in tax-aware investing, alternatives, and UMA technologies, positioning themselves as leaders in the industry.
Innovative Investment Platforms
Under Mr. Persson's oversight, the Axxcess UMA/UMH (Unified Managed Account/Unified Managed Hedge) platform has accumulated over $12 billion in client assets. This impressive platform features more than 400 diverse investment strategies. Among the standout innovations is the digital end-to-end alternative investment proposal and allocation engine, designed to maximize efficiency for high-net-worth clients and their advisors.
Transforming Investment Strategies
Mr. Persson emphasizes that Axxcess is not merely about managing investments; it is about creating frameworks that enhance the operations of advisory businesses. He stated, "By combining traditional investing, alternatives, and direct indexing with long-short capabilities, we facilitate an avenue for advisors to operate more effectively while preserving control and achieving tax-efficient outcomes."
Enhanced Wealth Management Service
Cory’s foresight has also been instrumental in launching the Enhanced Wealth Management service. This new offering provides advisors with access to personalized harvesting strategies and tax-efficient direct indexing—all within a consistent UMA framework. These innovations signify a shift towards a model that prioritizes individualized investing without sacrificing institutional depth.
Client-Centric Approach
Michael Seid, Chief Executive Officer of Axxcess, praised Mr. Persson’s critical role in the company’s strategy to enhance personalized investing experiences. He articulated the pressure on advisors to deliver distinct value and highlighted how the Axxcess Platform consolidates the client and advisor experiences. This effort resolves many challenges faced by high-net-worth investors in today’s complex financial landscape.
Industry Recognition and Future Events
The ThinkAdvisor Luminaries Awards have seen unprecedented participation this year, further solidifying Axxcess’ reputable position among premier TAMPs. Finalists will gather in New York on December 4 for an awards ceremony, which will also feature engaging discussions and networking opportunities to foster connections within the industry.
With the emphasis on the need for personalized investment solutions, the Axxcess platform serves as a robust resource not only for sophisticated clients but for advisors as well. This strong commitment to adapting and innovating in the financial services landscape establishes a prominent future for Axxcess Wealth Management.
About Axxcess Wealth Management
Axxcess Wealth Management continues to empower advisors through a combination of industry-leading technology and expertise. The firm provides advisory services across the United States, supporting advisors as they strive for operational excellence. As of the latest figures, Axxcess manages approximately $12.5 billion across various investment strategies, solidifying its status as a major player in the market.
Frequently Asked Questions
What accolade is Cory Persson nominated for?
Cory Persson is nominated for the ThinkAdvisor Luminaries Award as the "TAMP and Model Marketplace Chief Investment Officer of the Year".
What innovative platform does Axxcess Wealth Management utilize?
Axxcess uses a Unified Managed Account/Unified Managed Hedge platform that manages over $12 billion in assets across hundreds of strategies.
What is the Enhanced Wealth Management service?
This service provides tax-efficient direct indexing and personalized investment strategies for high-net-worth clients and their advisors.
When is the awards ceremony taking place?
The awards ceremony will occur on December 4 in New York City.
What is the core mission of Axxcess Wealth Management?
Axxcess aims to deliver institutional-caliber investment services with a focus on personalized strategies for high-net-worth advisors and their clients.
