We serve clients from the mass affluent to the truly high net worth with the goal of exceptional service. Our client-centric focus includes the recognition that no two investors are alike, so we offer the ability to customize portfolios to meet individual goals and needs. Putting our clients first in everything we do is how we will achieve our long-term ascent together.

Client

  • Individual goals / objectives
  • Risk tolerance
  • Time horizon
  • Portfolio restrictions
  • Tax situation

Wealth Manager / Advisor

  • Discuss goals / objectives
  • Educate about markets
  • Help prepare investment policy
  • Determine asset allocation

Interaction

  • Investment strategy for customized portfolio
  • Feedback and ongoing analysis

Ascent Portfolio Manager

  • Fixed income strategy
  • Security selection
  • Customized portfolio construction
  • Ongoing risk management
  • Direct access



Meet our team