A complete list of active advisors currently associated with Access Financial Services, Inc.

Warmer can help you find a great advisor at Access Financial Services, Inc. or one who fits your needs even better.

Access Financial Services, Inc. provides discretionary and non-discretionary portfolio management, ERISA plan services, financial planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations and retirement plans. The firm serves a mix of retail and institutional retirement plan clients and offers asset-held-away account management alongside written financial plans and targeted consulting engagements. AFS follows a top-down, global multi-asset approach that combines fundamental and technical analysis to set asset allocation and to control exposure to risk assets, with rebalancing handled as a continuous process rather than on a fixed schedule. Client portfolios may include individual equities, fixed-income securities, ETFs, mutual funds, closed-end funds and exchange-traded notes (ETNs), and the firm may recommend margin accounts to facilitate trading when appropriate. Compared with many peers, AFS is notable for incorporating ETNs and other derivative-linked instruments into separately managed accounts and for recommending borrowing facilities (margin) to clients when deemed useful, practices that are less common among similar team firms. The advisor also offers both limited-scope (3(21)) and fully discretionary (3(38)) ERISA plan services and manages roughly $438 million for a relatively compact advisory team, which shapes how it allocates resources and manages client relationships.

To learn more about the advisors currently working at Access Financial Services, Inc., 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.