TRANSPARENCY AND ALIGNMENT
Axiom’s business model focuses on clients’ needs, goals and investment profiles. Additionally, clients have direct access to, and relationships with, the individuals making and implementing the investment decisions.
We focus on investment solutions designed to help clients reach their goals. We look to thoroughly understand what we are investing in; and if we cannot discern the value, we do not invest.
At Axiom, we align our interests with clients’ success by having fees charged based on the value of the account and by investing alongside our clients. Our goal is to maintain alignment through mutually beneficial shared interests.
TRUE PORTFOLIO CUSTOMIZATION
At Axiom Asset Management, we do not sell model portfolios. Instead, we customize portfolios to focus on each client’s distinct needs, situation and risk attitude. We also integrate key timing considerations based on when each client enters the market.
EDUCATION AND HONESTY ABOUT THE REALITY OF A SITUATION
We are value investors. We strive to provide better risk-adjusted returns through value investing and by using cash as a hedge or for opportunistic investments. By using individual securities and customizing portfolios, we are able to invest with targeted conviction instead of a generic swipe of broad market exposure. By limiting our use of mutual funds to niche asset classes, we are able to help minimize costs to our clients.
At Axiom Asset Management, we approach the investment process as if we are buying an entire business. We employ a value-oriented, often contrarian, and opportunistic investment approach that seeks to identify value. By using rigorous and diligent research, often among out of favor companies or industry sectors, we find investments at a discount to their intrinsic value. We believe that in the long run, market risk is associated with paying too much. With an emphasis on value investing, we feel this is a way to lower risk.
By focusing on the fundamentals of individual stocks and bonds, we seek long-term success in rising, stagnant or declining markets.