Welcome to Axio Financial
Our mission is to use data, technology, and people to add value throughout the entire Structured Product and Fixed Income lifecycles.
Adding Education, Transparency and Liquidity to Structured Product and Fixed Income Investments.
Structured Products
✓ Market Linked Notes & CDs
✓ Multi Issuer & Diverse Structures
✓ Transparent Pricing
✓ Advisior Facing & Desk to Desk Trading
✓ Originated, Primary & Secondary Offerings
Registered Investment Advisors
✓ Idea Generation
✓ Full Portfolio Reviews
✓ Many Issuing Partners
✓ LIfecycle Management
✓ Low Cost
Bank Advisors
✓ Wide Variety of CD & Note Structures
✓ Home Office Driven Customized Distribution Models
✓ Many Issuing Partners
✓ LIfecycle Management
✓ Low Cost
Bank Broker Dealers
✓ Many Issuing Partners
✓ Calendar & Custom CUSIPs
✓ Post Trade Support
✓ LIfecycle Management
✓ Low Cost
Thought Leadership
Financial Market Thought Leadership from Axio
Resource Links
Axio Provides
Low Cost Flexibility
Axio will work with Home Office guidelines and platforms as desired with customized interaction models throughout the Structured Product and Fixed Income lifecycles.
Comprehensive Offerings
Working with 24 issuers and over 50 structures allows us to offer competitive pricing as market dynamics change across a comprehensive set of CD and Note structures.
Lifecycle Management
We use the Axio Acceleration Platform, SIMON or Luma as required to proactively manage the full lifecycle from idea generation through maturity.
Calendar and Custom Products
Axio works with its issuing partners to develop comprehensive calendars based on current market conditions. We rapidly and flexibly price reverse inquiries across our issuer base.
Portfolio Analysis
Axio will review ideas and back-testing, and present carefully selected structured product investments to meet the advisors’ and end-clients’ portfolio objectives.
Axio Communicates
Observation Dates
Monitor Underlier and CUSIP performance
Coupon Payment Dates
Monitor Underlier and CUSIP performance
Called CUSIPs
Notify and analyze current opportunities
Daily At-Risk Measurement
Barrier Analysis and other reporting and analysis to monitor Underlier and CUSIP performance, risk and opportunities
Secondary Trading Opportunities
Monitor secondary prices and other related advantageous trading opportunities during the product lifecycle
CUSIPs Approaching Maturity
Notify and analyze current opportunities
Registered Investment Advisors (RIAs)
Axio will leverage its technology and human resources to provide customized value-added services throughout the full Structured Product and Fixed Income lifecycles from idea generation through maturity or secondary market trade. Axio specializes in providing Calendar and Custom Structured Products optimized for today’s low yield environment, thereby empowering each RIA to express their own customized views of risk/reward as market dynamics change.
✓ Axio Acceleration Platform
✓ Many Issuing Partners
✓ Calendar & Custom CUSIPs
✓ Wide Variety of CD & Note Structures
✓ Life Cycle Management
✓ Post Trade Support
✓ Idea Generation
✓ Advanced Portfolio Consultation
✓ Full Portfolio Reviews
✓ Axio Originated Products
✓ Secondary Trading
✓ Order Entry
Contact us to learn more about Current Offerings.
Bank Advisors
Axio will work within Home Office guidelines and platforms to create customized interaction models throughout the Structured Product and Fixed Income lifecycles, including Calendar and Custom Structured Products optimized for today’s low yield environment.
✓ Home Office Driven Customized Distribution Models
✓ Platform Independent: Axio will work with your platform of choice or the Axio Acceleration Program
✓ Many Issuing Partner
✓ Calendar & Custom CUSIPs
✓ Wide Variety of CD & Note Structures
✓ Idea Generation
✓ Advanced Portfolio Consultation
✓ Full Portfolio Reviews
✓ Axio Originated Products
✓ Secondary Trading
✓ Order Entry
Contact us to learn more about Current Offerings.
Broker Dealer Advisors
Axio will work within Home Office guidelines and platforms to create customized interaction models throughout the Structured Product and Fixed Income lifecycles, including Calendar and Custom Structured Products optimized for today’s low yield environment.
✓ Home Office Driven Customized Distribution Models
✓ Platform Independant: Axio will work with the Platform of your choice of the Axio Acceleration Platform
✓ Many Issuing Partners
✓ Calendar & Custom CUSIPs
✓ Wide Variety of CD & Note Structures
✓ Lifecycle Management
✓ Axio Originated Products
✓ Secondary Trading
✓ Post Trade Support
Contact us to learn more about Current Offerings.
Questions? Contact us today.
NEW YORK
62 West 45th St.
5th Floor
New York, NY
10036
Financial Advisors: 877.346.7763
TORONTO
22 Adelaide St. W,
Suite 2030
Toronto, ON
M5H 4E3
General Inquiries: 646.863.7240
FLORIDA
151 NE 5th Ave, C-6,
Delray Beach, FL,
33483
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Securities offered through Axio Financial LLC, member of FINRA and SIPC.