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Access Fund Management, LLC (AFM) is an SEC Registered Investment Adviser that designs and offers investment solutions and products for “high net worth investors”.
Our Objectives are to:
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Win in both rising and falling Markets with our Performex® Multi-Manager Combinations.
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Offer superior returns in rising Market phases (utilizing Relative Return Strategies). |
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Construct Multi-Manager allocations designed to generate profitability in Falling Market phases (utilizing Absolute Return Strategies). |
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Seek to ensure a productive balance between relative and absolute portfolio planning strategies over a full Market cycle. |
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Compress volatility by reducing the amount and length of Portfolio Drawdowns (A Drawdown is a very important, but often neglected component of investing and is defined as the journey from a portfolios peak down to the bottom of the trough and back to the previous peak). Correct handling of this very important element, via the appropriate combination of carefully chosen Absolute and Relative Return Strategies, enhances the compounding effect over a full Market cycle. |
AFM is dedicated to our goal of "Successfully Managing the Market Risk". Anything less results in failing to diversify in the most compellingly important form of diversification.
Increasing the Odds of Success
Investment performance evaluation has shown that the odds are one in three in exceeding the returns of a given Market index over most periods of time. These odds are what motivated AFM to create a line-up of top money managers and disciplined asset allocation programs for “high net worth investors”. The goal of AFM is to provide all our clients above-market returns with reduced risk over a full Market cycle. With that goal in mind, AFM has created The Performex® Multi-Manager Combinations and The Access Alpha Relative Return Strategies.
Building the Line-Up
Ultimately, we select the most highly qualified managers, according to key criteria and only then do they become candidates to occupy a space in our manager combinations.
It is of extreme importance that our managers have little or no correlation with the other managers in the combinations or the marketplace.
The bottom line … AFM seeks to construct manager combinations which consistently achieve superior investment results with less relative risk over a full market cycle. |
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AFM Principals
Michael V. Williams - Read Bio
Kenneth D. Trumpfheller - Read Bio
Colin C. Hill - Read Bio |
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