At Axion Financial Group, we understand the importance of preserving your hard earned wealth for the future, as we have been doing this for our own family for the last two decades. The core theme behind our investment portfolio construction is that we place a strong emphasis on the preservation of wealth and the mitigation of risk in adherence to each client situation.

By utilizing a diverse selection of investment asset classes, we are able to help our clients reach their financial goals in a manner that is consistent with each client’s personal financial situation, risk tolerance, time horizon, tax and estate planning specifics and charitable giving desires.

We design our investment portfolios with a mixture of passively managed and actively managed investment options with a diverse selection of investment asset classes. We utilize both passively managed investment index funds and actively managed outside third party managed investment funds.

We use an active management investment philosophy during investment climates or in specific asset classes that could be classified as “less efficient.”

We use a cost conscious passively managed index-oriented philosophy during investment climates or in specific asset classes that could be classified as “more efficient.”