Additional information

Overview:

High quality stocks are the foundation of our portfolio and should provide above average long-term returns. We typically invest in companies with strong financial characteristics, market leadership position, and proven track records. Our disciplined buy strategy avoids overpaying and enhances the possibilities for an above average long-term return. Our strategy is to further raise our clients’ returns through selective investment in undervalued or out-of-favor stocks that offer high return opportunities over relatively shorter time periods. Custom managed products include Large Cap Core Growth, Growth and Income, Energy and Natural Resources, High Yield and Fixed Income.

Founded in 1996, headquartered in Houston, Texas
Separate account management for equities and fixed income
Extensive experience managing taxable and non-taxable accounts
Fundamental investors with emphasis on primary research
Total Return stragegy
Emphasis on longer term earnings and dividend growth
Low turnover

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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