Leveraging the advisor technology of Axxcess Wealth, Auour is providing an investment solution for RIAs looking to upgrade to the next generation of downside protection.
May 6, 2019: Auour Investments announced that their Instinct© family of strategies is now available on Axxcess Wealth Managements’ managed account platform. The Instinct family of strategies is built using low-cost ETFs that strive to protect capital in times of duress without the need to sacrifice performance in rising markets. With the Auour Regime Model (ARM©) at its core, the Instinct family will allow those advisors using the Axxcess platform to gain access to the next generation of downside protection.
Leveraging Axxcess’ UMA technology, financial advisers are now able to build complete investment solutions for their clients that are constructed on the premise of regime-based investing and offer responsiveness to the changing risk environments of the market.
“We are excited to have Auour Investments available on the Axxcess platform” stated Michael Seid, Axxcess Wealth’s Chief Executive Officer. Added Seid “Their approach to portfolio management within a risk-controlled framework is an ideal fit for the advisory community that both Auour and Axxcess serve. We are excited to partner with Auour.”
Auour has been recognized as a leader in innovation within the investment world, and specifically as an innovator in regime-based investing. Since the Great Recession, many large institutional money managers have been adopting investment processes that adapt to the changing risk regimes within the market. Auour believes that it is the first firm to bring the strategy to the individual. Rooted in fundamental investing principles and extensively tested and deployed in proprietary algorithms, Auour’s strategies are driving the industry to focus on facets that have been found to drive investment performance: market participation, asset allocation, and cost.
“With our awards in innovation and forward-thinking within the investment space, we find it a natural fit to partner with Axxcess, given their impressive technological advances and industry partnerships,” Ken Doerr, managing principal and head of quantitative investing at Auour, said.
Axxcess Wealth is driving the future of adviser technology. Advisers are increasingly asked to do more for less. Axxcess’ platform provides a toolset from proposal to implementation and service, driving a higher level of efficiency for the adviser.
“Durability of our investment process has been a key focus since we started our firm. With the scalability and high support level of Axxcess, we believe we have extended that focus into our distribution channel,” Robert Kuftinec, managing principal of Auour, said.
Auour Investments (pronounced ‘our’), an SEC-registered investment advisor, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.
About Axxcess Wealth Management
Axxcess Wealth is an industry-leading TAMP platform, specializing in delivering advisor-directed and UMA investment strategies in innovative ways. Axxcess offers RIAs a highly personalized, open architecture platform that delivers their essential investment services—reporting, reconciliation, trading and monitoring. Located in Carlsbad, CA, Axxcess currently has more than $1.3 billion in assets under administration. For further information, visit Axxcess Wealth Management at www.axxcessplatform.com.