Access Investment Advisors Inc

Access Investment Advisors, Inc. is a registered investment adviser founded in 1995 by William R. Casey. The firm specializes in providing financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. They offer financial planning, investment advice, and ongoing investment management services, including project-based consultation and limited engagement services. Access is a fee-only firm, receiving compensation solely from clients and not affiliated with entities selling financial products. Clients have the option to engage in financial planning on a project-based or ongoing basis, with periodic reviews to monitor progress. The firm may manage both discretionary and non-discretionary assets, with discretionary assets totaling $204,434,782 as of February 8, 2023. Fees for financial planning range from $1,500 to $3,000, while asset management fees are tiered based on assets under management. Access utilizes fundamental analysis for security selection and strategic asset allocation for investment strategies. The firm does not charge performance-based fees and provides services to individuals, corporations, profit-sharing plans, trusts, and estates. Clients have investment discretion options for managed, supervised, and monitored accounts. Access does not participate in wrap fee programs and recommends Charles Schwab & Co. as a custodian for client accounts. Clients receive quarterly reports and have access to a secure internet site for account information. The firm's employees have no disciplinary history, and they act as fiduciaries, placing clients' interests above their own.