Rethinking Portfolio ManagementApril 1, 2019
We questioned everything. The result is simple, but elegant portfolios for long-term investors.
The streamlined process will increase operational efficiency, decrease time to account opening, and allows First Ascent to continue providing white-glove service to its advisors and their clients.
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher