Access Fund Management
AFM has created investment manager/mutual fund combinations with the mandate of delivering both Accredited and Non-accredited Investors, above-market returns with reduced risk over a full market cycle. This is accomplished through a Fund of Funds and/or Separately Managed Accounts (SMA). AFM has also developed relationships with several major US insurance carriers to make available AFM investment strategies inside Private Placement Variable Insurance Products (PPIP) for the Accredited Investors and as a Third Party Investment Advisor (TPIA) for Non-accredited Variable Annuity Advisor Platforms.
Therefore, both High Net Worth Investors and Non-Accredited Investors have access to what, we believe, are superior investment strategies with the option of accessing them with increased tax efficiency via Private Placement Variable Annuity (PPVA) or Private Placement Variable Universal Life (PPVUL) policies for the High Net Worth Investor and Advisor Variable Annuity policies suitable for all Investors.

FOR USE ONLY BY BROKER DEALERS, INVESTMENT MANAGERS, AND ADVISORS WHICH ARE UNDER AGREEMENT WITH ACCESS FUND MANAGEMENT, LLC AND AN INSURANCE CARRIER OFFERING PRIVATE PLACEMENT INSURANCE PRODUCTS WITH AFM AS ONE OF THE UNDERLYING MONEY MANAGERS OR A PRE-QUALIFIED CLIENT OF THE SAME. NOT TO BE USED WITH THE GENERAL PUBLIC.