Category: AWM Portfolios

Managed Portfolio Solutions For investors looking for a set of strategies designed to be fully invested during conditions of low volatility, while moving tactically to a more defensive allocation, including cash when markets are under stress. Axxcess Wealth Management, LLC offers three risk managed portfolios designed to be used on a standalone basis, or as…

Model Portfolio Update- Internal Only The AWM US Dividend Growth Strategy is suited for income-oriented investors seeking to buy profitable companies that are growing their dividends. The strategy is designed to incorporate 20 stocks, with a maximum of 5 stocks in one industry group. The strategy emphasizes stocks with high expected dividend yields, long track…

Model Portfolio Update- Internal Only Morningstar Benchmark: US Fund Allocation 70-85% Equity Model Objective: Represents an asset allocation for an aggressive investor, with comprehensive investment experience, with a 10-year time horizon or longer. AWM Model Portfolio Overview-Internal Only Capital Appreciation 052018

Model Portfolio Update- Internal Only Morningstar Benchmark: US Fund Allocation 50%-70% Equity Model Objective: Represents an asset allocation for a moderate investor, with comprehensive investment experience, with a 10-year time horizon or longer. AWM Model Portfolio Overview-Internal Only Total Return NQ CA 052018 AWM Model Portfolio Overview-Internal Only Total Return NQ National 052018 AWM Model…

Model Portfolio Update- Internal Only Morningstar Benchmark: US OE Retirement Income Moderate Model Objective: Represents an asset allocation for a moderate investor, with comprehensive investment experience, with a 10-year time horizon or longer. AWM Model Portfolio Overview-Internal Only Income & Appreciation NQ CA 052018 AWM Model Portfolio Overview-Internal Only Income & Appreciation NQ National 052018…

Model Portfolio Update- Internal Only Morningstar Benchmark: US Fund Allocation 30%-50% Equity Model Objective: Represents an asset allocation for a conservative investor, with moderate investment experience, with a 10-year time horizon or longer. AWM Model Portfolio Overview-Internal Only Conservative NQ CA 052018 AWM Model Portfolio Overview-Internal Only Conservative NQ National 052018 AWM Model Portfolio Overview-Internal…

The AWM US Dividend Growth Strategy is suited for income-oriented investors seeking to buy profitable companies that are growing their dividends. The strategy is designed to incorporate 20 stocks, with a maximum of 5 stocks in one industry group. The strategy emphasizes stocks with high expected dividend yields, long track records of earnings growth and…