Welcome to “The Summit,” the official First Ascent blog.

If you’re looking for ways to build your practice, investment insights, or advice on how to communicate more effectively with clients and potential clients, then you’ve come to the right place.


At First Ascent, we like to say our portfolios are “elegantly simple.” Our Global Explorer portfolios are designed to provide the low-cost access to broad global securities markets, with the inclusion of several high conviction, unique strategies for increased diversification, alpha potential, and/or downside protection. We don’t add positions to our portfolios just for complexity’s … Read More

Investment Management

Last month, I revealed that one secret to making a good video for your practice is writing a script. I also made the point that writing a script has a bonus benefit of distilling your message and making it sharper. This month, I’d like to share a little more about how that happens.  It all … Read More


The secret to making a good video for your practice. So, you’re thinking about making a video for your practice. Well, good news. You’re on the right track. Video is one of the best ways to boost conversions and improve client engagement. But all videos are not created equal. In fact, a poorly done video … Read More