Commitment
To Our Clients
Social Responsibility
Money is important—but we refuse to sacrifice our values in the pursuit of capital gains.
At Ascent, we invest our capital in people; for it is those who understand the value of banding together for a common good. We believe our investments today will shape the landscape of tomorrow. That’s why we focus on investing in sustainable, ethical, and forward-thinking opportunities.
Philosophy
We start by forging human connections with each and every one of our clients.
Innovative, flexible financial advice and management can’t happen without an authentic relationship built on trust.
Money matters, but it isn’t everything to us—we won’t partner with a client unless we believe we’re a great fit. That’s why we only choose partners we can see ourselves working with for the long-term, with a firm commitment to their future.
Investment Management Philosophy
Rethink the traditional portfolio: Rather than going with the standard 60/40 stock/bond ratio, we discover market inefficiencies, mitigating risk while seeking significant returns. Leveraging the “Risk-On, Risk-Off” philosophy, we respond to global economic trends, seeking riskier investments in low-risk environments and playing it safe in high-risk market conditions.
At Ascent, to complement our core strategies we often recommend investments in venture capital, pre-IPO, growth capital, real estate and other alternative investments while providing special expertise outside the realm of ordinary wealth management. Ascent has access to several third-party managers. We also run and manage funds for clients and may recommend that.
