Barron's Penta: Impact Investing: How to Do It Right

Ascent clients, Doug and Kathleen, have aligned their portfolio with their values. See the Barron's Penta article, "Impact Investing: Done Right," to read about their philosophy and approach.


Risky Business: Mixing Money and Kin, Monitor on Psychology

Mar 1, 2017

Kristen Armstrong, strategic wealth coach with Ascent Private Capital Management of U.S. Bank, tells Monitor on Psychology how she uses her psychological training to help wealthy families who seek to preserve their wealth and legacy and ultimately strengthen the family bond.


Investment products and services are:
Not a deposit    •    Not FDIC insured •    May Lose Value    •    Not bank guaranteed    •    Not insured by any Federal Government Agency


 Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments.

Wealth Impact Planning services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services.

To the extent Ascent or other divisions of U.S. Bank have investment management or fiduciary administration responsibilities over your accounts under separate agreements, the scope of those agreements shall not be affected as a result of information you provide to Ascent or to which Ascent has access as part of its Wealth Impact Planning services.

Wealth Impact Planning services may include Wealth Dynamics coaching services in order to facilitate your self-assessment of Wealth Impact Planning issues. These services are not psychological or counseling services. Ascent does not engage in the practice of psychology.