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Ascend Investment Management, Inc.
       
 
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Additional information
 
Ascend Investment Management, Inc.
 
 
Overview: 

Ascend Investment Management is an independent Registered Investment Advisory corporation specializing in the management of financial assets for individuals and small businesses.

Our mission is to work closely with individual clients to customize their investment portfolios and help them accomplish their financial goals within their tolerances of risk.  We serve as fiduciary and passionate advocate, providing independent analysis, advice and financial planning with utmost integrity.

Once we fully understand a client’s financial situation and goals, we:

choose appropriate stocks, bonds, mutual funds & exchange traded funds
construct strong portfolios of diverse asset types
manage securities in keeping with changing asset values
manage portfolios in accordance with changing market cycles
target asset allocations in line with client tolerance for risk, income needs, tax circumstances, and retirement goals
execute an optimal, tax efficient, retirement withdrawal strategy
provide ongoing management of all types of financial planning issues
We are dedicated to keeping our clients informed and educated in all types of markets, and we welcome frequent communications.


 
 
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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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