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 and CDs
Multi Issuer and Diverse Structures
Transparent Pricing
Advisor Facing and Desk to Desk Trading
Originated, Primary, and Secondary Offerings
Registered Investment Advisors
Idea Generation
Full Portfolio Reviews
Many Issuing Partners
Lifecycle Management
Low Cost
Bank Advisors
Wide Variety of CD and Note Structures
Home Office Driven Customized Distribution Models
Many Issuing Partners
Lifecycle Management
Low Cost
Broker Dealer Advisors
Many Issuing Partners
Calendar and Custom CUSIPs
Post Trade Support
Lifecycle Management
Low Cost
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 and Custom CUSIPs
Wide Variety of CD and Note Structures
Lifecycle 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(s) of choice or the Axio Acceleration Platform
Many Issuing Partners
Calendar and Custom CUSIPs
Wide Variety of CD and Note Structures
Lifecycle Management
Portfolio Consultation
Axio Originated Products
Secondary Trading
Post Trade Support
Idea Generation
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 Independent: Axio will work with your platform(s) of choice or the Axio Acceleration Platform
Many Issuing Partners
Calendar and Custom CUSIPs
Wide Variety of CD and 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
489 Fifth Avenue
15th Floor
New York, NY
10017
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.