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Access Partners
Access Partners was founded in 1999 on the belief that separately managed accounts provide superior investment returns to clients. We also believe that most of the premier investment management firms are only available to institutional investors with very high investment minimums. Access Partners breaks the minimum account size barrier that enables many more clients to work with institutional-quality investment managers.
Our firm was created by professionals with an understanding of Trust investment management and operations. We seek strategic alliances with trust and fiduciary clients, building cooperative relationships that provide opportunities for success to both organizations.
Discover the Access Partners advantage. With a proven solution across numerous trust accounting systems, we successfully work with trust companies operating throughout the country with tens of billions in fiduciary assets and hundreds of millions in separate account assets. Find out how the Access advantage can unlock your competitive strengths with a solution that delivers:
- Rigorous due diligence on institutional managers
- Retained custody of clients' assets
- True consultant-quality reporting and monitoring
- Best execution on trading
- Favorable contracts with top-tier investment managers
Access Partners has grown to over $1 billion in assets under direct advisement with relationships ranging from $500,000 to $90 million. Access Partners, LLC and affiliates, are federally registered investment advisors under the Investment Act of 1940 and under the auspices of the Securities and Exchange Commission. We are a fee-only investment management firm.
Find out more about the only separate account platform built by trust professionals exclusively for trust professionals like you.