March 2012 - First Ascent Asset Management

Monthly Archives: March 2012

March 30, 2012 | Financial Advisor

To build good portfolios you need the right tools and you must use them correctly.

March 11, 2012 | InvestmentNews

MPT is not broken. It's just used ineptly by many practitioners.

GeoWealth Acquires First Ascent – Combining Platforms to Provide Advisors with a Tech-Forward, Full-Service TAMP

First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
First Ascent Ranked as the #1 TAMP for the Fourth Year in a Row

In a land of giants, advisors give fast-growing First Ascent the top spot—again!