First Ascent Asset Management is an investment management firm committed to putting clients first. With a flat-fee structure, the firm employs a unique core plus satellite approach to portfolios using low-cost index-based funds and ETFs as the core supplemented with satellites when their investment team believes they can add value. First Ascent has assembled a highly skilled and experienced team of professionals whose sole focus is supporting financial advisors and managing portfolios tailored to clients’ needs. They also offer free videos and articles designed to help everyone become better investors.
First Ascent Asset Management is a 2-time Winner and 8-time Finalist at Wealth Management.com Industry Awards.
The firm was voted #1 TAMP & Online Portfolio Management Tool (2 Years Running)
First Ascent's Services:
Advisor Support
Investment Consulting
401k Resource
First Ascent's Portfolios
Global Explorer Series
Global ETF Series
Factor Select Series
Dimensional Select Series
ESG Global Core Series