Survey based on client satisfaction. It won the 2019 “Wealthie” Award in the ETF Strategist category and the 2018 “Wealthie” Award in the TAMP category.
The only full-service TAMP to offer outsourced portfolio management for a low flat fee, First Ascent blends technology and expert support to make working with them easy and rewarding.
First Ascent’s investment committee includes 5 CFAs, a Ph.D. economist, and a CIMA/CFP/CAIA.
We know an advisor’s job is not easy. You translate each client’s hopes and dreams into a set of objectives and match them with a portfolio designed to meet those objectives. Then comes the hard part–guiding them through the ups and downs of the markets and keeping them on track when their inclinations are driving them in other directions.
First Ascent believes that with knowledge comes confidence and resolve. So, we created the Navigator Investor Education Resource Center to serve as a resource to help all advisors guide their clients on the difficult journey toward their goals.
Visit Navigator at: firstascentam.com/navigator-resource-center
Director of Communication
Case Studies in Outsourcing
According to numerous reports, more and more advisors are choosing to outsource their investment management. Watch as advisors share their stories about why they chose to outsource with First Ascent.