Things you should know…

Why Now?
Your needs and the industry are evolving—now we can stay ahead. Technology, planning resources, and the ability to combine tax-smart wealth management are the drivers. An added benefit is we remove corporate agendas and product limitations of the past.

Put plainly, more options and time to focus on you.

Where will my money be held?
Clearing and custody is provided by National Financial Services LLC (“NFS”), a Fidelity Investments® company. Fidelity is one of the largest financial services providers in the United States.

How secure is my money?
We take privacy very seriously. World-class encryption and security protocols. SIPC protection and excess of SIPC coverage, 3rd Party auditing and employee training.

What Does “Aksala” Mean?
AKSALA is ALASKA spelled backwards. Alaska is our largest state, known as the Last Frontier, the Great Land, Gods country. Let’s Say it together. (Ox-Sala) Aksala…. Aksala…. it has a strength to it!

No increase in your costs, nor costs to transfer. If you had advisory service fees that have been billed this quarter, you will receive a prorated refund of quarterly fees already paid at the time of transfer by the previous custodian.

You know we are conscious about taxes. “It is not what you make; it is what you keep.
No tax impacts will be incurred to move your portfolio as-is.

Investment Solutions?
Your network of people and planning tools, just grew. Aksala has the most innovative technology & planning tools available today at our fingertips.

Simply put: it is better. Tablet, phone, desktop—visit your money anytime or anywhere.
You can certainly have us handle it for you, as well! 

You may be saying to yourself, “we want to join Aksala!”
Excellent! Simply call us at 941-500-5122 and we will send you a (docu-sign) for digital signature or prepare hard copies for a few quick signatures. The custodian change will occur within a few business days.

The Aksala office is within a Tuscan themed property built in the image of Piazza San Marco in Venice, Italy.