Guided by values, focused on value.
Ascension Capital is devoted to serving, advising, and empowering our clients.
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Investment Management
We create custom portfolios for every client, because we know everyone’s needs and goals are different. Clients hire us to manage IRAs, taxable brokerage accounts, 401(k)s, trusts, endowments, and other retirement accounts. Diversified allocations span equities, fixed income, and non-traditional asset classes (alternatives). Services include:
Customized investment strategies
Strategic + risk-managed portfolios
Ongoing education and communication
Access to alternative investments
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Comprehensive Planning
Families and business owners have planning needs that go well beyond investments. Ascension Capital has Certified Financial Planners who can guide you in the financial planning process, and we can work with other advisors (CPAs, tax attorneys, estate attorneys) to coordinate the elements of your plan. Services include:
Financial planning
Estate planning
Tax planning
Asset protection
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Corporate Retirement Plans
Ascension Capital focuses on managing 401(k) plans for small- to mid-size businesses. We have three core beliefs for maximizing a 401(k) plan’s potential: simplify the investment lineup, minimize expenses, and conduct ongoing research and due diligence to identify the most attractive investment options available in the fund lineup. Services include:
Investment education and fiduciary support
Advisor to plan participants
Plan design
Service provider liaison
“When I started Ascension Capital in 1997, I saw it as our mission to help families achieve financial peace of mind.
Giving our clients financial security meant giving them the freedom to experience joy without worry. The freedom to pursue their dreams.
Over 25 years later, our mission is exactly the same.”
Paul B. Thompson
PRESIDENT & CHIEF INVESTMENT OFFICER
Explore our financial planning and market insights.
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First Quarter 2023 Review
2022 was a year beset by challenges, led by the Russia-Ukraine war, global supply chain disruptions, high inflation, rising interest rates across much of the developed world, and pronounced economic weakness in Europe and China.
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Fourth Quarter 2022 Review
The third quarter repeated a familiar pattern we’ve seen in 2022, where every time the markets have tried to price-in a peak in the interest rate cycle, some combination of strong labor market data, stubbornly high inflation, and central bank policy has pulled it back.
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Everything You Need to Know About College Savings Plans
The cost of attending a four-year college in the United States is high, but the financial benefit of a bachelor’s degree arguably outweighs the cost. Fortunately, families have several options to prepare for the financial cost of higher education, and many of them offer tax breaks and benefits that are worth taking advantage of.
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Third Quarter 2022 Review
Downside volatility has been pronounced. The focus now, in our view, should be ensuring participation in the stock market’s recovery once it takes hold, which will assuredly be before economic data confirms the U.S. economy is in good shape.
