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Investment Management

We believe that a good investment plan should be customized, so any investment you make should be done so with your goals and values in mind. The reality is that many of our clients don’t have the time or experience necessary with investment management services to execute these priorities on their own. We at Ascent Financial Group understand that the client’s needs come first, so we offer our management services to our clients with full transparency.

Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.  

When you work with us, we will:

Identify Your Short- and Long-Term Objectives: As these objectives change, we’ll strategically adjust our approach according to the current state of the market with a goal to continually generate returns. 

Determine Your Optimal Risk Tolerance: Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to pursue your goals and remain confident in our services. 

Follow a Timeline That’s Right For You: After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for working toward your returns.  

Interested in Socially Responsible and Ethical Investing

Our Fee Structure

Let us help you explore the fund management options that might be appropriate for you.

Let's Get Started