Daniel Da Ponte founded Axis Advisors, LLC after spending the early part of his career at a wire house and then an independent broker/dealer. He believed that his clients deserved more than either model could deliver: they needed a partner that would provide them with unbiased advice, experienced independent investment management and state of the art financial planning software and technology.
At Axis Advisors, we understand that building a financial advisory practice that does right by clients and meets revenue targets isn’t easy. Fortunately, we can support advisors struggling with this dilemma.
What advisor profile would we be the right solution for? Advisors who:
Our independent firm provides:
Change is never easy. The prospect of re-papering client accounts alone is enough to scare many advisors out of making a move. Still, a relationship with an established investment advisor can provide the support advisors need to grow their book of business and focus on their clients, not the day-to-day grind of managing a firm.
If you believe in the fiduciary model like we do, our independent model and turnkey platform could be just the partner you're looking for. Requests for additional information are strictly confidential. For additional information, please provide the following: