A complete list of active advisors currently associated with Access Investment Management, LLC

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Access Investment Management serves individual and high‑net‑worth clients, offering tailored investment advisory and managed account services with a stated $1,000,000 account minimum. The firm provides both discretionary and non‑discretionary portfolio management, asset allocation recommendations, and related consulting services as part of its comprehensive advisory arrangements. AIM’s investment approach emphasizes asset allocation, dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term holdings designed to help clients maintain purchasing power over the long term, with ongoing suitability reviews and encouragement to consult tax professionals. The firm documents client risk profiles, conducts due diligence and strategic allocation recommendations, and reports that a substantial portion of its assets are managed on a non‑discretionary basis (approximately $289.5 million non‑discretionary versus $166.9 million discretionary as of December 31, 2025). Compared with peers, AIM manages a relatively large asset base for a three‑advisor practice — roughly $456 million in aggregate AUM — resulting in higher AUM per advisor than is typical for similarly sized teams. The firm also discloses several operational distinctions: use of promoter referral arrangements, a preference for custodial relationships with Charles Schwab, limited custody treatment for fee deductions and transfer authorizations, and vendor due diligence addressing artificial intelligence and machine‑learning risks.

To learn more about the advisors currently working at Access Investment Management, LLC, 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.