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Access Advisory Group
ACCESS Advisory is a non-profit consulting firm whose mission is to improve performance, sustain operations and support growth of rural economic actors.
Access Advisory Group
ACCESS Advisory is a non-profit consulting firm whose mission is to improve performance, sustain operations and support growth of rural economic actors. It supports financial inclusion and farm and enterprise development across Asia, and has also worked in the Pacific, Africa, and Eastern Europe. Technical assistance to expand financial inclusion remains at the heart of its work, with equal emphasis on how farmers and rural MSME clients use financial and non-financial services to increase their income.
General information
Firm type
RIA
Year founded
2009
Location
Region
North America
Country
Philippines
City
Manila
Frequently asked questions
Who is the leadership at Access Advisory Group?
The firm's executive leadership is not publicly disclosed. Access Advisory Group's SEC registration lists the firm as a limited liability company, but named principals are not available in public sources.
What type of clients does Access Advisory Group serve?
The firm serves high-net-worth individuals, families, and institutional clients, as indicated by its SEC Form ADV registration. The client base is primarily regional, centered on the Lake Tahoe area.
What investment approach does Access Advisory Group use?
Access Advisory Group employs a traditional multi-asset investment approach, allocating across public equities, fixed income, cash, and alternative investments. Portfolios are constructed using both direct security holdings and third-party funds, with a focus on risk management.
Where is Access Advisory Group headquartered?
The firm's physical headquarters is not publicly listed. Based on SEC filings and limited public references, it serves clients in the Lake Tahoe region of the United States, but a specific street address is not disclosed.
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