Gar Wood Securities, a US-based institutional broker-dealer, has entered into a strategic relationship with Axxcess Wealth Management to introduce emerging US fund managers to institutional clients, ultra high-net-worth individuals and family offices.
The joint marketing effort will enhance the manager talent pool for clients of Axxcess Wealth Management.
In addition, the partnership will offer clients of Axxcess access to Gar Wood Securities emerging managers as well as investment strategies now available to investors through Axxcess Wealth Management’s customizable investment platform.
As part of the partnership, both the firms will offer wealth management solutions, investment services and capital allocation strategies to family offices, business owners, high-net-worth individuals and institutions.
Darren Day, head of capital introductions for Gar Wood Securities, said: "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."
Mike Seid, founder and CEO of Axxcess Wealth Management, said: "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."