AXOS MANAGED PORTFOLIOS
Simplify your investments. Maximize your potential.
Axos Managed Portfolios offer expert-led, actively managed solutions designed to help you grow your wealth.
What are managed portfolios?
It’s not just investing. It’s lifecycle management that evolves with you.
Axos Managed Portfolios combine professional expertise and innovative technology for a fully managed investment experience tailored to you. You will answer a few simple questions — and we’ll do the rest.
- Our solutions combine innovation, expertise, and purpose to align your portfolio with your current financial stage in life.
- You choose which model and investment vehicle featuring ETFs, mutual funds, and stocks you want in your investment program.
- Our investment managers are actively governing the investments within your model in response to changing markets.
Why choose managed portfolios?
Savvy investors trust Axos Managed Portfolios to help achieve both long-term and short-term financial goals.
Actively Managed by Experts
Our investment managers make strategic decisions to help optimize performance.
Ongoing Portfolio Adjustments
Portfolio allocations are fine-tuned based on market conditions and investment managers' philosophy and process.
Institutional-Grade Management
Continuing advice of staying aligned with your investing lifecycle needs for the model, objective, and flexibility you need.
Meet our all-star money manager lineup.
Behind every successful portfolio is a team of carefully chosen money managers. Using our proprietary 4P process, we evaluate People, Philosophy, Process, and Performance to ensure only the most qualified experts are entrusted with your investments, delivering outcomes for investors with evolving lifecycles.
Your managed portfolio is just 4 short steps away.
- 1Answer a few questions.
Responses about your investing lifecycle will help identify the right recommendations for your current financial stage.
- 2Choose your asset allocation.
Pick an allocation based on historical market risk and returns.
- 3Choose your manager and model.
Your money is allocated into your chosen manager and model that’s most aligned to your asset allocation and investing preferences.
- 4Rest, review...and evolve your plan.
Expert managers actively guide your portfolio, acting on opportunities to optimize your results.
Understand your managed portfolio.
Want to learn more about how Axos Managed Portfolios can help you? Further explore the details, features, and strategy behind this innovative service.
Details
Learn how our portfolios work, exploring investment options and program structure.
Features
Discover standout offerings like tax loss harvesting, portfolio rebalancing, and more.
Strategy
Understand how Axos takes a unique approach to investing for a competitive edge.
FAQs
What are the benefits of professional asset management?
Professional asset management provides:
Expert Advice: Gain insights from industry experts who understand markets and strategies to grow and preserve your assets.
Time Savings: Focus on your personal or business priorities while leaving portfolio management to professionals.
Personalized Strategies: Receive tailored investment plans that align with your unique investing lifecycle and risk tolerance.
Access to Opportunities: Leverage exclusive investment opportunities and resources often unavailable to individual investors.
How will I access and manage my portfolio?
Once you’re logged into your account portal, you’ll have seamless digital access to monitor your portfolio anytime, with tools and insights to keep you informed and in control.
Why should I choose Axos Invest?
Our platform is designed to simplify investing while optimizing your financial outcomes. Whether you’re a new investor, tax-conscious individual, or retirement saver, Axos Invest makes growing wealth more accessible.
Is Axos Invest suitable for beginners?
Absolutely. With a low $100 minimum requirement to invest, Axos Invest simplifies investing with features like automatic portfolio rebalancing so investments remain aligned with your chosen allocation. Plus, our user-friendly interface makes it easy to start investing with confidence.