ACCESS INVESTMENT MANAGEMENT

Overview

Access Investment Management is organized as a corporation that provides advisory and brokerage-related services rather than acting as a traditional institutional allocator. The firm offers a mix of fee arrangements — percentage of assets under management, hourly billing, fixed fees and performance-based fees — and is engaged in both advisory work and financial product sales. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, pooled investment vehicles and institutional or business clients. Operationally the firm lists activities tied to real estate brokerage and the sale of other financial products. It is not identified as an active ESG investor, is not registered as a multistate adviser in the available data, and does not report being a capital allocator or a related adviser.

Assets & Accounts

Investments & Alternatives