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.
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.
We offer a variety of investment vehicles and strategies to help you work toward your goals, including:
Active equity strategies including concentrated positions and low-basis stock
Targeted exposure to long-term social, demographic, technological and geopolitical trends
Customized portfolios of diversified, investment-grade municipal bonds
Access to private market investments in venture capital, growth equity, buyouts, private debt and private real assets
Highly active managers operating in less efficient areas of the market
Active management of nonfinancial assets such as farms, ranches, real estate, closely-held businesses and natural resources rights
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.
Thoughtfully balance the needs of today and tomorrow with Ascent’s tailored, fully transparent investment consulting services.
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.
We’re not constrained by the use of model portfolios or other scaled options. Our investment consultants can customize to your unique circumstances.
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.
Whether you want a robust family office option or specific elements, our services can be customized to fit your needs.
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.
With Ascent, you don’t have to choose between deep fiduciary experience and personal, engaged service.
Stay informed with our up-to-date reports on economic events and news from the markets.
One of the most important lessons children will learn is financial literacy. These activities can teach your kids budgeting and money management skills to help them become financially self-sufficient.
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.