Ascent Systematic Advisors manages private pooled investment vehicles and separately managed accounts using a systematic trend-following strategy focused on US stocks. Ascent aims to generate returns from equity market inefficiencies through a disciplined and repeatable process. Investment advice is tailored to each client's objectives and guidelines. Ascent also develops and manages model portfolios for institutional clients.
Fee Structure
Ascent Systematic Advisors offers portfolio management services with fees calculated monthly based on the value of your account. The annual rate is 2% of the account's net asset value. Ascent also charges an incentive fee of 20% of the gross return above the high water mark for certain clients. A minimum account size of $250,000 is required.