A complete list of active advisors currently associated with 365 Wealth Management Group
Warmer can help you find a great advisor at 365 Wealth Management Group or one who fits your needs even better.
365 Wealth Management Group (Axecap Investments LLC) provides investment advisory and financial planning services to a range of clients, including individual and high‑net‑worth investors, pensions and profit‑sharing plans, retirement plan sponsors, and private fund investors. Services described in the brochure include discretionary portfolio management, retirement plan investment advisory and participant management, financial planning and consulting, and operation of a turnkey asset management platform (TAMP) that supports sub‑advisory relationships. The firm uses a multi‑factor approach to equity selection—combining fundamental, technical, and quantitative analysis—and invests using mutual funds, ETFs, closed‑end funds and individual fixed‑income securities, with portfolios tailored to client objectives and risk tolerances. 365 WMG employs multiple fee arrangements (including percentage‑of‑assets, fixed/flat planning fees, and performance‑based fees subject to a high‑watermark), and may manage accounts directly or on behalf of other advisors through its TAMP and sub‑advisory arrangements. Several features in the brochure are less common among peers: the firm sponsors a wrap‑fee program, provides pension consulting and retirement plan participant management, and manages pooled investment vehicles including a private fund. The brochure also discloses that firm personnel serve as general partners in its funds and maintain an outside private vehicle (Optimus V1), and it describes potential allocation, valuation, and side‑by‑side management conflicts and the policies the firm uses to address them.
To learn more about the advisors currently working at 365 Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mason, OH
| 17
| |
Mason, OH
| 42
|
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