Ascend Investment Partners offers investment advisory services to individuals, trusts, retirement plans, and businesses. Ascend's services include wrap asset management, management of held-away accounts through Pontera, discretionary advisory services, retirement plan consulting, and annuity consulting. Ascend uses the CLIMB process to guide clients through retirement planning. The firm tailors its advisory services to meet individual client needs and investment objectives.
Fee Structure
Ascend Investment Partners offers wrap asset management services, with fees detailed in a separate Wrap Fee Program Brochure. They also manage held-away accounts through the Pontera platform, with platform fees paid by Ascend. Discretionary advisory services are available through First Clearing/Trade-PMR, with program fees not exceeding 2.50% of assets.