Paxzion Asset Management
Asset Management
Our focus is on providing guidance and execution support for the management and ownership of private financial assets. This includes advising private capital funds and investors on how to create liquidity for their asset portfolios, providing capital structure solutions that can be deployed across their debt and equity capital structures, and providing private fund sponsor and financial sponsor services including fund formation, raising capital, identifying investment opportunities, managing assets and investment portfolios.
Investment Management
We advise investment managers on the use of advanced investment practices such as hedging, short selling and leverage, including the optimal amount of any borrowings used for investment purposes. Performing due diligence on equity and fixed income securities, third-party funds and fund managers, including third-party funds which trade in high yield derivatives and non-investment grade securities of varying maturities. Supporting the development and implementation of an effective investment profiling program, including equipping the program with proper assessment tools and planning models.
Portfolio Management
We provide hands-on guidance to portfolio managers on the design and development of investment portfolios capable of holding a mix of long-term tangible assets, liquid and income producing assets, as well as actively and passively managed investments. Performing quantitative analysis of the capital appreciation and income producing capabilities of individual portfolios, including evaluation of the portfolio's balance against specific risk tolerances and against a measurement of the portfolio's ability to stand up to economic changes and market volatility.
Portfolio Structuring
We perform securities portfolio structuring analysis, including evaluating the selection of equity and fixed income securities together with their related derivatives and advising on the construction of diversified portfolios containing a mix of dividend paying stocks, growth and value stocks across a set of diversified market capitalizations. Services include ongoing investment performance monitoring and portfolio rebalancing support.
Risk Management
We conduct independent identification and evaluation of risks and challenges to portfolios and their individual investments, including helping to create a mitigation plan and structure capable of protecting portfolio assets while still producing the ROI need at risk levels that can be tolerated. Performing risk assessment using tools such as Monte Carlo simulations to create a risk assessment of a particular investment and compare it to the risk tolerance levels assigned.
Wealth Management
Our expertise is providing private fund sponsorship and support for building and managing multi-generational wealth through building and holding a mix of reliable long-term tangible assets, liquid and income producing assets, as well as active and passive business investments. All of which are balanced against specific risk tolerances and designed to stand up to economic changes and market volatility.
Value Generation
When we speak about value generation, we mean the things of value that are handed down from one generation to the next. These include everything from public equities and real estate, to precious metals, minerals and fractional shares in high-value artworks, to stakes in private and family businesses.
Mission Driven
Our experience over the years has shown us that every successful financial strategy starts with an excellent relationship to the assets involved, and a clear understanding of the risks as well as the rewards. Our mission and our values mean that we look to build these relationships and levels of understanding with every investment we help our clients make.