Investment Management
For over 25 years, Ascension Capital has been helping families, business owners, endowments, and foundations pursue their goals.
Types of Accounts We Manage
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+ IRAs
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+ 401(k)s
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+ Taxable Brokerage Accounts
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+ Trusts
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+ More
Strategic Portfolios
We believe over a market cycle (3-5 years), a strategic allocation consisting of diversified asset classes serves to minimize risk while increasing the probability of boosting returns. The goal of strategic allocation is to determine an optimal mix of assets relative to client’s goals, needs, risk tolerance, as well as the market and economy’s medium-term outlook.
Ascension implements a disciplined, twofold approach.
Risk-Managed Portfolios
By implementing strict buy and sell disciplines, we attempt to capture appreciation when the markets are rising, and to shift into defensive posture to protect capital when the markets are falling.
We combine active & passive management styles to execute our strategies.
Our portfolios consist of actively and passively managed funds, primarily consisting of exchange traded index funds, no load mutual funds, and possibly private investments depending on your personal situation. How we allocate across the investment universe depends on where you want to go, and how you want to get there.
Source: JPMorgan
Private Investment Program
High-net-worth investors are increasingly seeking alternative investment classes outside of stocks and bonds for income, growth, and diversification purposes. Ascension Capital offers a Private Investment Program to qualified investors, which invests in non-correlated asset classes like real estate, private equity, and more. Contact us directly for more information.