Custom strategies to pursue your goals

The families Ascent serves often have assets that will outlast the current generation or are designed to achieve long-term goals. Our investment program is built to meet the unique needs of multigenerational wealth.

Our investment consultants have expertise across the asset-class spectrum, from private market investing to hedge funds to specialty asset management. We help you rise above the noise of day-to-day volatility and focus on long-term drivers of value creation.

Boutique service, backed by U.S. Bank 

For investors with complex portfolios, Ascent offers the best of both worlds: the high-touch, personalized approach of a boutique investment firm backed by the resources of U.S. Bank. We provide the range of customizable services you require, applied by advisors who know your unique needs inside and out.

To ensure you get the full benefit of our experience, your investment team serves only a limited number of clients.

Flexible investment options

We offer a variety of investment vehicles and strategies to help you work toward your goals, including: 

Strategic equity

Active equity strategies including concentrated positions and low-basis stock

Thematic equity

Targeted exposure to long-term social, demographic, technological and geopolitical trends

Municipal bonds

Customized portfolios of diversified, investment-grade municipal bonds

Private markets

Access to private market investments in venture capital, growth equity, buyouts, private debt and private real assets

Hedge funds

Highly active managers operating in less efficient areas of the market

Specialty asset management

Active management of nonfinancial assets such as farms, ranches, real estate, closely-held businesses and natural resources rights 

Guiding investment principles

Impartiality is key to a successful investment strategy. We don’t engage in exclusivity or fee-sharing arrangements with third-party managers or accept gifts that may influence our recommendations. In addition, our compensation isn’t linked to assets invested in any particular product on our platform. 

You can also count on a transparent working relationship. To set clear expectations, for example, we’ll partner with you to create a written policy statement on how we’ll manage your assets and measure success.

More benefits

Thoughtfully balance the needs of today and tomorrow with Ascent’s tailored, fully transparent investment consulting services.

Integrated team

Our investment consultants coordinate with your other Ascent advisors, as well as third-party advisors, to ensure your investment strategy aligns with your strategic vision.

Customized approach

We’re not constrained by the use of model portfolios or other scaled options. Our investment consultants can customize to your unique circumstances.

Fiduciary standard of care

As a fiduciary, we’re held to a high standard of prudence and care in our investment recommendations, and always act in the best interests of our clients.

Other Ascent services

Family office services

Whether you want a robust family office option or specific elements, our services can be customized to fit your needs.

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Private banking

You’ll have a single point of contact – your dedicated private banker – with access to the services of one of the world’s most respected banks. 

Trusts and estates

With Ascent, you don’t have to choose between deep fiduciary experience and personal, engaged service.

Insights from our experts

Market news

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

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Financial literacy for kids: 6 ways to teach your child about money

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How to elevate female role models in your family story

Every family tree is full of amazing female role models. Oral history can be an effective way to record their stories and raise the profile of the women in your family.

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Disclosures

Investment products and services are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency

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.

Equity securities are subject to stock market fluctuations that occur in response to economic and business developments.

Investments in fixed income securities are subject to various risks, including changes in interest rates, credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. Investment in fixed income securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term securities. Investments in lower-rated and non-rated securities present a greater risk of loss to principal and interest than higher-rated securities.

Hedge funds are speculative and involve a high degree of risk. An investment in a hedge fund involves a substantially more complicated set of risk factors than traditional investments in stocks or bonds, including the risks of using derivatives, leverage and short sales, which can magnify potential losses or gains. Restrictions exist on the ability to redeem or transfer interests in a fund.  A hedge fund’s offering memorandum and related materials contain important information about investing in the fund, including the investment strategies, fees, expenses, and levels of risk involved in the fund’s investment strategies.  Potential investors are encouraged to review a fund’s offering memorandum and related materials with tax and legal advisors before investing in a hedge fund.

Private capital investment funds are speculative and involve a higher degree of risk. These investments usually involve a substantially more complicated set of investment strategies than traditional investments in stocks or bonds, including the risks of using derivatives, leverage, and short sales, which can magnify potential losses or gains. Always refer to a Fund’s most current offering documents for a more thorough discussion of risks and other specific characteristics associated with investing private capital funds.

Non-financial specialty assets, such as real estate, farm, ranch and timber properties, oil, gas and mineral interests or closely-held business interests are complex and involve unique risks specific to each asset type, including the total loss of value. Special risk considerations may include natural events or disasters, complex tax considerations and lack of liquidity. Specialty assets may not be suitable for all investors.

Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.