Asset Management

Asset management includes more than paper investments. At Axial, we help families in managing a wide array of assets. Our integrated property management and advisory services help families in achieving the full potential of their real estate holdings, companies, and portfolios. Our team can provide consolidated reporting on various family investments, allowing the family to see their entire financial picture all in one place.

For traditional liquid investments, we advise families in the areas of asset allocation, portfolio manager selection, and tax implications. Fees and costs associated with each allocation are carefully reviewed, as one of our primary goals is to keep investment related costs low for the family.

Axial Family Advisors’ Professional Partners

Our ability to offer investment advisory services comes via our relationship with Sagepoint Financial, a division of the Advisory Group- one of the leading providers of independent broker-dealer and investment advisory services in the United States. Custodial and clearing services are provided by Fidelity Investments’ National Financial Services (NFS) division.  Established in 1983, NFS one of the largest providers of brokerage services with more than 25 million brokerage accounts representing $3.2 trillion in assets. Its parent company, Fidelity Investments is one of the world’s largest providers of financial services, with custodial assets of $4.6 trillion, including managed assets of $1.9 trillion.*

Axial’s ability to assist in asset management generally falls within the following areas:

  • Real estate/ property management
  • Traditional paper investments (stocks, bonds, review and selection of portfolio managers, etc.)
  • Illiquid investments (limited partnerships, hedge funds, private placements)
  • Family business interests
  • Multi-generation trusts
  • Private foundations

* Dates as of (12-31-14)

© Copyright - Axial Family Advisors. Securities and advisory services offered through SagePoint Financial, Inc. Member FINRA / SIPC and a registered investment advisor. Representatives may not be registered to offer securities and advisory services in all states. Axial Family Advisors is independent of SagePoint Financial, Inc. Insurance offered through Axial Family Advisors, which is not affiliated with SagePoint Financial, Inc. SagePoint Financial does not offer legal and/or tax advice. Hyperlinks on this site point to websites that are not affiliated with SagePoint Financial, Inc., or Axial Family Advisors. These links are provided as a convenience only. SagePoint Financial, Inc. and Axial Family Advisors disclaim any responsibility for the accuracy of the information on those other websites. Check the background of investment professionals on FINRA's BrokerCheck.