Investment Management

The foundation of Axia’s investment management services is the Investment Policy Statement prepared in close consultation with you. The Investment Policy Statement reflects your goals, the time horizon for your investments, your risk tolerance, asset allocation, and any factors unique to your situation.

Axia pursues a low-cost investment approach with its clients. In most cases, investments include exchange traded funds and index funds. Axia uses Sterne, Agee, and Leach for client accounts. Founded in 1901, Sterne Agee is one of the oldest and largest privately-owned brokerage firms in the United States.

Portfolios are reviewed at least quarterly. The quarterly meeting is a great way to keep your financial plan on track and to identify opportunities as the world changes.

Business Valuation

Whether you are buying a business, transitioning your business to family or outsiders, or going through a divorce, Axia can help you discover the value of your business.

Axia also has access to strategies and technology to help you improve the profitability, and the value, of your business.

Financial Planning

Investment strategies are more successful when they are a part of a broad-based financial plan.

At Axia, I work with you to develop a financial plan that aligns with your personal and family goals.

Then we implement the plan with financial strategies that make sense for your particular situation.