Ascend Investment Management, LLC

Overview

Ascend Investment Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves individual and family clients and operates as a capital allocator, selecting third-party managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, publication of newsletters/periodicals, and educational seminars or workshops. Ascend also functions as an insurance broker and lists an insurance company affiliation. Fee arrangements combine a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices