Make no mistake about it. We’re definitely in the weeds now. We’ve been talking about how to write a good script, and hopefully you’re not afraid to get personal. Maybe you know the direction you want to go. Maybe you even have a few ideas jotted down. This month we’re going discuss how to bring … Read More
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.
Forty-five years ago I had the best meal of my life in a restaurant called Taillevent. I had just graduated from college and was traveling through Europe looking for adventure. I linked up with my father in Paris, and he suggested that we have dinner at Taillevent. I don’t remember what I ate that night, … Read More
It is not uncommon for advisors or their clients to ask about creating a certain level of yield in a portfolio, saying something like “I need a portfolio that yields 4% or 5% as that is what I plan to withdraw.” It is also not uncommon to see investment strategies tailored to these requests. After … Read More
Maybe you’re thinking about outsourcing to a third-party portfolio manager, but you’re not sure how to explain it to your clients. Actually, we get that a lot here at First Ascent. So, I surveyed a group of advisors who work with First Ascent to get their feedback. The consensus was that advisors had success when … Read More
For a couple months now, we’ve been exploring what makes a good video, and in particular, how to write a good script. This week, we’ll tackle what to do when you’re staring at a blinking cursor, wondering what to write. If you’re currently in this position, you don’t need me to tell you that the desire … Read More
In my last blog post I talked about the importance of controlling fees and expenses in a portfolio. In this post I will tell you how we do it at First Ascent and give you an example of the huge benefits that clients could receive through this process. The Fix is Straightforward Here’s how we … Read More
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
Our First Ascent offices are in a hip space right in the heart of Denver. The building is called INDUSTRY because developers converted an old, industrial warehouse into creative office space. This image captures what’s on the wall across from our First Ascent area: “Under Promise Over Deliver.” On the surface, the old business adage … Read More