Axxcess Wealth Management
Cory Persson, CFA, CFS, serves as the Chief Investment Officer at Axxcess Wealth Management since April 2018, overseeing over $10 billion in investments and managing portfolio construction for high-net-worth clients. Previous roles include Director of Investments and Director of Investment Strategy at Pacific Capital, where Cory managed $150 million in assets and developed the Financial Life Inspection®, a comprehensive financial plan for affluent individuals. Early career experiences at Comcast included multiple roles in a Finance Rotational Program, focusing on financial analysis, strategy, and operational improvements. Cory’s foundation in finance and investment began with a BA in Economics and Business Management from Brigham Young University.
Axxcess Wealth Management
The purpose of our firm is to deliver wealth management advice, investment management services, and capital allocation strategy to family offices, business owners, and high net worth clients. We focus on investment and wealth management solutions by approaching each client individually. We do not manage a one size fits all model portfolio for clients. Instead, our clients receive sensible, effective advice, along with a firm commitment to collaborate with other professional advisers. We offer clients open architecture, with a full array of wealth management and investment advisory services. Our customized investment strategies offer investors a stand-alone solution to fulfill a specific objective. Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, we can construct, implement, and monitor the solution. Our Approach: We combine internally managed strategies with rigorously-selected, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of investment strategies ranging from tactical to growth to income and preservation.