Deron McCoy

Portfolio Manager-Equities at

Axxcess Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Deron T.
McCoy is a Chief Wealth Officer at Axxcess Wealth Management LLC.
Mr. McCoy was previously employed as a Chief Investment Officer by Signature Estate & Investment Advisors LLC.
He received his undergraduate degree from the University of California, Los Angeles.

Deron McCoy active positions

Companies	Position	Start
Axxcess Wealth Management LLC Axxcess Wealth Management LLC Investment ManagersFinance AWM uses a multi-asset class, multi-disciplinary approach with the belief that no two clients are identical. Therefore, the firm does not manage client investment portfolios on the basis of a “one size fits all” model portfolio. They primarily use fundamental and technical analysis when evaluating investments.	Portfolio Manager-Equities	2025-02-28

All active positions of Deron McCoy

Former positions of Deron McCoy

Companies	Position	End
Signature Estate & Investment Advisors LLC Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards.	Chief Investment Officer	2024-03-31

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Linked companies

Private companies	3
Signature Estate & Investment Advisors LLC Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards.	Finance
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Axxcess Wealth Management LLC Axxcess Wealth Management LLC Investment ManagersFinance AWM uses a multi-asset class, multi-disciplinary approach with the belief that no two clients are identical. Therefore, the firm does not manage client investment portfolios on the basis of a “one size fits all” model portfolio. They primarily use fundamental and technical analysis when evaluating investments.	Finance