Why Elyxium Wealth
With forward thinking and a steady hand, we advance your purpose through these pillars of strength.
Aligned with you
As your fiduciary, we execute on an approach that is in your best interest, transparent in its decision-making, and nimble to address your needs. Our open investment architecture offers a full-suite of investment capabilities, engaging best-in-class managers in their respective industries. Our strategies, which span both public and private markets, include equity investments, fixed income investments and alternative investments focused on meeting your lifelong goals.
advanced advice
Working with Elyxium Wealth, you have direct access to our tenured chief investment officer for investment counsel, which evolves with global financial and geopolitical climates and your needs. We eliminate the layers between the investment strategy committee and you to drive your portfolio with precision, agility and innovation. Leveraging both our team’s experience and cutting-edge technology, we use every resource available to advance your wealth.
Comprehensive
We have the depth of services to address the full cycle of your wealth planning and investment needs. Our offering covers investment management, financial and wealth planning, trust and estate planning, tax management, risk mitigation, trust services, philanthropy and business transition planning.
Exclusive opportunities
With strong industry relationships, we are able to source hard-to-access offerings and fund managers. These unique solutions, many of them unavailable at large firms, serve as the keystone of your personalized, robust portfolio.
High touch
We prioritize you. With a low client-to-team ratio, we proactively anticipate and respond to your needs and requests.
Secure
Your assets are held with the world’s largest and most trusted custodians based on your situation and preferences.
