AscentInvestment consulting
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.
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
Stay informed with our up-to-date reports on economic events and news from the markets.
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Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.