Access Investment Management, LLC

Access Investment Management, LLC is a Registered Investment Adviser based in Atlanta, Georgia, established in September 2022. The firm offers tailored investment advisory services to individuals and high net worth individuals, with discretionary and non-discretionary options available through managed account programs. AIM's investment strategies consider client risk tolerance, time horizon, and investment objectives, utilizing methodologies such as asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. The firm charges asset management fees quarterly based on asset size and service complexity, with a maximum annual fee of 1.25%. Clients must have a minimum account size of $1,000,000. AIM does not charge performance-based fees or engage in side-by-side management. The firm does not have any reportable disciplinary events in the past ten years. AIM recommends utilizing Charles Schwab & Co., Inc. for brokerage and custodial services. Clients receive quarterly account reviews and may grant the firm discretionary authority over their investments. AIM does not vote proxies on behalf of clients and does not have physical custody of client funds. The firm may engage in promoter arrangements for client referrals, paying referral fees based on a portion of management fees.