AXIO’s experienced team of investment and insurance wholesaling professionals bring together the right investment products with the right advisors. We represent a diverse mix of leading structured product issuers, investment managers and insurance carriers that can help advisors expand the solutions they offer investors. See our distribution clients >
Structured Product Issuers
We offer deep expertise in structured product solutions that expand diversification beyond traditional stock and bond investments, whether you are a product issuer looking to distribute a new offering or an advisor interested in helping your clients gain access to market-linked notes or CDs.
Funds & ETFs
We work with investment managers across a full spectrum of asset classes, investment styles and fund structures – from ’40 Act offerings to ETFs to private placements.
Annuities & Life Insurance
We partner with insurance carriers to distribute a diverse mix of annuity, life and long-term care offerings to both independent and firm-affiliated insurance agents.
We can help with underwriting and market making of structured products and corporate fixed income securities.
Representative Distribution Client List
489 Fifth Avenue
New York, NY
22 Adelaide St. W,
Bay Adelaide East Tower
Toronto, ON M5H 4E3