Investment Management

Lifelong income security is not a fantasy—it’s the payoff of an expertly designed and executed investment plan. ACCESS Wealth Management engages in a disciplined process to customize a diversified, well-balanced portfolio for you. Unlike other wealth managers who offer a narrow niche of products, we provide you with the opportunity to invest across the widest possible range of choices.

As forward thinkers, we stay on top of the latest financial sector developments—but our focus remains on what will serve you best, not on selling you something or following financial industry trends. We offer you complete transparency, and your involvement is welcomed in every aspect of the decision-making process.

Evolving strategies combined with controlled risk help safeguard your interests

Life isn’t static and your asset allocation shouldn’t be either. We adapt our financial strategies as markets shift, your investment time frame changes, or you make adjustments to your life and lifestyle. Keeping you on target with evolving goals means managing risk and enhancing returns with proven solutions.

Our full-service investment management services include, but are not limited to:

  • Fixed income
  • Private equity/debt opportunities
  • Managed futures
  • Hedge funds
  • Structured products
  • Separately managed accounts
  • Institutional investment opportunities
  • Real estate investing/investments
  • 529 Plans
  • Retirement plans

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  • Lending and liability management
  • Cash management
  • Commodities
  • Mutual funds
  • Corporate stock and stock options
  • Trust services, including tax-efficient Delaware Trusts
  • Absolute return strategies

In-depth research and careful reasoning inform every investment decision we make. ACCESS Wealth Management’s ongoing commitment is to help you enjoy the present more fully and the future more securely.