A critical difference from other investment managers that underpins Axiome is our independence. Our experience tells us that clients want to decipher what is the most appropriate advice, and to identify the knowledge base for that advice. The investment management arena is dominated by institutional players with big marketing budgets and a vested interest in the transactional activity they promote. Further, the need of the financial press to sell copy amplifies the marketplace noise and focuses on things that either do not matter or have no benefit to the investor by publication date, which is after the fact.
We are fully independent and provide access to impartial objective knowledge from the most credible independent providers internationally. Unlike most alternative channels of advice we receive no commissions or trails from any investment securities we may recommend. Our client engagements are on a ‘fee only’ basis. We work on your behalf to manage and minimise the total cost of delivering the optimal investment solution.
We do not work in isolation. Internationally we are part of a like minded network of independent advisers that is providing tailored financial services for billions of dollars in funds. Clients in associated firms include some of the wealthiest families from around the globe. Locally, secure custody of client funds is provided by New Zealand’s largest ‘wrap account’ platform, which administers more than $4 billion in assets.
We are one of only four advisory firms in New Zealand who can access the leading specialist fund manager in the implementation of Asset Class strategies – Dimensional Fund Advisers (“DFA”). Axiome has selected DFA as we share the same philosophy about how capital markets work and how best to provide clients with a successful investment experience. There is no financial relationship or incentive of any kind for us to use DFA funds.
