Axia Advisory

Axia Advisory Corporation, established in 1992, specializes in offering investment advisory services for institutional and private clients, focusing on Modern Portfolio Theory and the Prudent Investor Rule. The firm acts as a fiduciary, prioritizing clients' interests and avoiding conflicts of interest. Axia is a fee-only Investment Adviser, providing services for individuals, trusts, estates, charitable organizations, and Retirement Plans. The firm is a member of the Revere Coalition, promoting conflict-free advice for Retirement Plans. Investment discretion is offered, allowing clients to impose restrictions on investments. Axia tailors services based on clients' needs and preferences, including discretionary and nondiscretionary investment advice. The firm's investment strategies are based on Modern Portfolio Theory, emphasizing risk management, diversification, and long-term returns. Axia's investment philosophy incorporates a value bias and dynamic asset allocation. Clients are informed about various investment risks, including interest-rate, market, inflation, and liquidity risks. Axia does not accept performance-based fees and discloses no disciplinary information. The firm's fee structure is transparent, with fees based on assets under management or time worked. Clients receive periodic reviews of their accounts and detailed reports. Axia does not engage in wrap-fee programs and does not vote client securities. The firm's Supervised Persons have diverse educational backgrounds and professional designations, ensuring high-quality service.