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

Warmer can help you find a great advisor at Axiom Investment Management LLC or one who fits your needs even better.

Axiom Investment Management provides discretionary asset allocation and investment management primarily to high‑net‑worth individuals and a range of institutional clients, including qualified plan sponsors. The firm also offers 3(38) manager program services to plan sponsors and manages certain accounts through multiple advisory product structures and platforms. AIM typically effects client trades through its broker‑dealer affiliate, Axiom Capital, with clearing by Hilltop Securities, and it may use sub‑investment managers available via the Envestnet platform. The firm offers a mix of advisory arrangements — including commission‑based, fee‑based, wrap and incentive arrangements — and discloses and addresses attendant conflicts of interest in its client agreements and policies. What is distinctive about AIM relative to many peers is its close affiliation with an in‑house broker‑dealer and the attendant revenue flows (commissions, potential 12b‑1 and interest‑sharing arrangements) that the brochure identifies as a source of conflicts and mitigations. The firm also engages in performance‑based fee arrangements and side‑by‑side management and provides model line‑ups for plan sponsors, reflecting a blend of institutional plan services and high‑net‑worth private client work rather than a broad retail client focus.

To learn more about the advisors currently working at Axiom 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.

Name	Location	Years of experience
Liam Dalton	New York, NY	41

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