Overview
Access Investment Management, LLC (hereinafter called “AIM”) is a Registered Investment
Adviser based in Atlanta, Georgia, and incorporated under the laws of the State of Georgia.
AIM is wholly owned by MDR Investment Holdings, Inc. AIM is registered with the SEC and
subject to the rules and regulations of the US Advisers Act. Founded in September 2022, AIM
provides investment advisory services, which may include, but are not limited to, the review of
client investment objectives and goals, recommending asset allocation strategies of managed
assets among investment products such as cash, stocks, mutual funds and bonds, annuities,
and/or preparing written investment strategies. Our investment advice is tailored to meet our
clients’ needs and investment objectives. Clients may impose restrictions on investing in certain
securities or types of securities (such as a product type, specific companies, specific sectors, etc.)
by providing a signed and dated written notification, of which an e-mail is also an acceptable
form of notification.
AIM provides investment advisory and other financial services through its Investment Advisory
Representatives ("IAR") to accounts opened with AIM. Managed Accounts are available to
individuals and high
net worth individuals.
AIM provides discretionary and non-discretionary investment advisory services to some of its
clients through various managed account programs. AIM will assist clients in determining the
suitability of the Managed Account Programs for the client. The IAR is compensated through a
comprehensive single fee and the account may be assessed other charges associated with
conducting a brokerage business. AIM and its IAR, as appropriate, will be responsible for the
following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance,
suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment
objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document)
As of December 31, 2023, the firm as assets under management of Discretionary: $130,655,533
AUM and Non-Discretionary: $233,268,467 AUM.
Form ADV, Part 2A, Item 5