First Ascent is an award-winning provider of outsourced portfolio management services for fiduciary advisors. It was ranked as the #1 TAMP and the #1 Online Portfolio Management Tool in the 2020 T3/Inside Information Advisor Software.
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.
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.
Scott MacKillop
CEO
Award Category
Asset Managers > Thought Leadership Advisor Education
NOMINEE
Navigator Investor Education Resource Center
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
Ben Sullivan
Director of Communication
Award Category
Asset Managers > Chief Marketing Officer of the Year
nominee
Ben Sullivan, Director of Communications
A former independent filmmaker, Ben Sullivan brings an extensive set of production skills and talents to First Ascent. Ben tapped into this experience in the creation of First Ascent’s Navigator Investor Education Resource Center. Ben was heavily involved in the design, production, and implementation of all the resources on the Navigator Center including documents, slide presentations, and videos freely available to any advisor seeking to provide white-labeled educational materials for their clients.
Resources
EBOOK
Should You Outsource Your Investment Management?
Outsourcing is not for everyone. By asking yourself three questions, you can determine if you are a good candidate for outsourcing your investments.
VIDEO
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.
EBOOK
The Value of First Ascent for Financial Advisors
First Ascent offers many tools and services to help you operate more efficiently and grow your practice.