Access Investment Management

Overview

Access Investment Management is a corporately organized advisory firm that serves an institutional client base. Its advisory scope spans financial planning and discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional accounts. The firm also operates as a real estate broker and as a salesperson of other financial products, and it uses several fee arrangements including a percentage of AUM, hourly charges, and fixed fees. FINTRX flags the firm as a sponsor, general partner, and managing member of pooled investment vehicles. It is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives