CHICAGO — Gar Wood Securities, LLC and Axxcess Wealth Management, LLC are pleased to announce a strategic relationship and joint marketing effort to introduce emerging U.S. fund managers to institutional clients, ultra high net worth individuals and family offices. The combined effort increases the manager talent pool for clients of Axxcess Wealth Management by providing unique access to Gar Wood Securities’ emerging managers, in addition to the investment strategies currently available to investors via Axxcess Wealth Management’s customizable investment platform.
“Gar Wood is pleased to offer this very unique capital-raising platform to our approved fund managers. The Axxcess Wealth Management platform provides a powerful tool for investors and we believe the addition of our managers enhances the Axxcess Wealth offering,” stated Darren Day, Head of Capital Introductions for Gar Wood Securities, LLC.
The initiative allows Gar Wood Securities and Axxcess Wealth Management the ability to deliver wealth management solutions, investment services and capital allocation strategies to family offices, business owners, high net worth individuals and institutions that now include high-alpha generating, qualified emerging managers.
“Our clientele’s customized investment portfolios will now have access to a widely sought after crowd of talented emerging managers; the addition of Gar Wood Securities fund managers certainly enhances our offering,” says Mike Seid, founder and CEO of Axxcess Wealth Management, LLC.
To learn more about Gar Wood Securities’ emerging managers, please contact Darren Day at 858-451-7273 or email, firstname.lastname@example.org. For more information on Axxcess Wealth Management and its customizable investment platform, please contact Michael Seidat 858-217-5347 or email, email@example.com.
About Axxcess Wealth Management, LLC:
Axxcess Wealth Management, LLC is an SEC registered investment advisor, offering customized investment strategies that provide investors a stand-alone solution to fulfill specific investment objectives. The main office is in Carlsbad, Calif. with satellite offices in Fullerton, Calif. and Scottsdale, Ariz. Additional information about Axxcess Wealth Management is available at http://www.axxcesswealth.com.
About Gar Wood Securities, LLC:
Gar Wood Securities, LLC is an industry leading institutional broker-dealer that is known for its derivative execution and prime brokerage businesses. The firm was built by seasoned industry veterans to serve hedge fund managers, managed account platforms, institutional investors, family offices, and registered investment advisers with turnkey solutions designed to allow its clients more time to focus on their core skills.
The firm provides capital introduction, agency execution, seamless multi-custody and asset class clearing, stock loan, portfolio margin, and a suite of customizable portfolio and risk reports.
Gar Wood Securities LLC is headquartered in Chicago, IL, and operates offices in Dallas, TX, Atlanta, GA, Basking Ridge, NJ, Mobile, AL, and Del Mar, CA.
The firm is a registered Broker Dealer and member of FINRA, NFA, and SIPC.
For additional information about Gar Wood Securities, LLC please visit: www.garwoodsecurities.net
Robert S Jersey
President & CEO
Gar Wood Securities, LLC
Media Contact: Christopher Calvert, Gar Wood Securities, LLC, 8584517293, firstname.lastname@example.org
Originally published at PRNewswire-iReach.