Client Profile

Ascension’s clients are typically long-term oriented with a desire for risk aversion. While capital appreciation is foremost, preserving capital is also critical. Regardless of your current investment structure, we are a dynamic firm that can accommodate your financial situation.

Business Owners and Professionals: Many of our clients are successful professionals or business owners, who do not have the time, expertise, or inclination to manage their own finances. We help them to transition their equity in company stock to a diversified portfolio across multi-asset classes, multi-investment styles and multi-investment managers.

Individuals: We help people who are experiencing a gap among the services offered by traditional advisors, and whose finances and net worth are complex enough to require sophisticated financial planning. We also assist them by by managing their personal account(s) as well as their various retirement accounts (corporate retirement plans, IRA and IRA rollovers).

Corporations: We establish non-qualified deferred compensation plans and qualified retirement programs ranging from pension and profit sharing to 401(k). We can assist businesses with the establishment of multiple investment options in their 401(k) plan.

Executors of Estates/Trustees: We help executors with the investment management of assets during the administration period, and also assist trustees with the investment management of assets held in trust.

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