Omaha, NE Farnam Street Office

Axos Invest serves retail individual clients through automated advisory services delivered via its website and mobile applications. The firm provides discretionary portfolio management using model portfolios made up primarily of mutual funds and ETFs — including core, thematic, and digital‑asset (e.g., bitcoin) ETFs — and offers access to third‑party model managers and an elective tax‑loss harvesting service.

The firm’s investment process begins with an online questionnaire that maps clients to lifecycle‑based asset allocation models; ongoing monitoring, periodic rebalancing, trade implementation, and account administration are coordinated by its Axos Portfolio Management Group (APMG). Clients can select or customize eligible models, impose certain ETF restrictions, and rely on third‑party managers whose allocations are implemented and reviewed by APMG.

Notable features include its affiliation with a banking and brokerage group (wholly owned by Axos Securities and ultimately by public company Axos Financial, Inc.) and the use of affiliated clearing and custody through Axos Clearing as the execution venue. The brochure also highlights a high client density — roughly 6,792 clients served by 16 advisors (over 400 clients per advisor) — and an explicit focus on broad retail account management rather than serving high‑net‑worth clients or providing standalone financial planning.