FIRST ASCENT IS NOW PART OF GEOWEALTH! LEARN MORE ABOUT THIS POWERFUL PARTNERSHIP.
Partnering with financial advisors for the benefit of their clients.
We aspire to create a corner of the world where clients truly do come first. Most investment firms say they care about their clients, but actions speak louder than words. Many seem more focused on themselves than on helping clients reach their goals. We think there’s a better way.
The First Ascent Mission
To start and end every conversation by asking, “What is best for clients?”
To build and manage the best possible portfolios for long-term investors.
To support the needs of advisors with a talented, dedicated group of professionals.
The First Ascent Team
Experience at work
We provide portfolio management expertise and support to financial advisors, including multiple proprietary portfolios across risk levels.
Our role is to reduce administrative burdens so financial advisors can spend more time focused on their clients, including account opening, billing, trading, ad more.
We consider custom engagement on a case-by-case basis, including custom portfolio design, sub-advisory services, transition assistance, and research support.
We will serve as an independent investment manager under ERISA Section 3(38) and take on fiduciary responsibility for the management of plan assets.
We’re Rethinking Portfolio Management
Our Proprietary Portfolios
- First Ascent Global Explorer
- First Ascent Global ETF
- First Ascent Factor Select
- First Ascent Dimensional Select
- First Ascent ESG Global Core
- First Ascent Specialty
Advising Your Portfolios
- Custom portfolio design and implementation
- Sub-advisory services
- Transition assistance
- Research support
The Flat Fee TAMP
Flat-fee pricing is simple.
It’s easy to administer.
Our flat fee structure means there’s no mystery about how much you will pay for asset management. Take comfort in knowing what your exact fees will be each year.
Flat-fee pricing fits perfectly into a world where the client’s best interests come first.
Advisors can offer professional portfolio management services to their clients for less, and clients get to keep more of what they earn as their accounts grow over time.
Our fees do not include financial advisor or custodian fees.
PARTNERED FOR GROWTH
First Ascent + GeoWealth
GeoWealth Acquired First Ascent in March 2023
This acquisition empowers the combined firm to serve growth-minded RIAs of all sizes with a robust, full-service TAMP platform and enhances its position as a leading enterprise technology solution.
The acquisition also reflects its continued commitment to delivering a flexible, customizable and user-friendly platform designed to help advisors better serve their clients and achieve greater efficiency within their practice.
GeoWealth Powers First Ascent with New Tech & Service
Together, First Ascent and GeoWealth provide an even deeper, more customizable solutions to RIAs at any size or stage. Whether you’re a breakaway firm or a multi-billion-dollar RIA, we can provide a seamless experience that allows you to provide best-in-class client service and scale your businesses on your own terms.
Our integrated, purpose-built technology platform provides a holistic solution.
Leverage our trading team and expertise to manage your clients’ portfolios more effectively.
Services & Support
Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale.
Let’s work together…
1401 Lawrence St.
Denver, CO 80202
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