March 23, 2023 | Press Release
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
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First Ascent Ranked as the #1 TAMP for the Fourth Year in a Row
May 9, 2022 | Press Release
In a land of giants, advisors give fast-growing First Ascent the top spot—again!
We’re Trying to Change a Little Corner of the World!
May 8, 2022 | Press Release
Discover the Why, How, and What behind our efforts to better serve advisors and their client.
Should You Outsource Your Investment Management
April 2, 2022 |
By asking yourself three questions, you can quickly determine if you are a good candidate for outsourcing.
First Ascent Ranked #1 TAMP and Passes the $1 Billion Mark
March 31, 2021 |
First Ascent ranked #1 for the second year in a row.
First Ascent Up for Two Industry Awards
June 30, 2020 | Press Release
First Ascent is recognized for its investor education and thought leadership efforts.
March 24, 2020 |
There’s a growing gap between what we know and what we feel.
March 19, 2020 | First Ascent
Check out our free resource for those who are wondering if they are good candidates for outsourcing portfolio management.
First Ascent Selects Anvil to Automate Account Opening
October 27, 2019 | Press Release
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.
Scott MacKillop Wins Investments & Wealth Institute Governance Insight Award
May 13, 2019 | Press Release
DENVER—May 13, 2019—First Ascent Asset Management, a portfolio strategist serving financial advisors, today announced that its founder and CEO, Scott MacKillop, is the recipient of the Investments & Wealth Institute’s 2019 Governance Insight Award. He won the award for his article, The Harmonization Trap: Why Advisors Should Demand Truth-in-Labeling Rather than a Uniform Fiduciary Standard, … Read More
First Ascent Launches First Flat-Fee, Multi-Factor, Open Architecture Portfolios
April 9, 2019 | Press Release
First Ascent’s already robust offering of portfolios becomes even stronger with the Factor Select series.
Global Explorer Portfolios Achieve Three Year Track Record
January 7, 2019 | Press Release
We’re celebrating! Our portfolios now have a three-year track record. If you’d like to learn how you can put our flat-fee asset management to work at your firm, please Contact Us.
First Ascent Asset Management Expands Distribution, Now Available at Envestnet
December 10, 2018 | Press Release
Adoption of flat fee asset management continues to grow as advisors seek ways to better serve their clients.
First Ascent Asset Management Raises $1.5 Million In Series B Funding
November 14, 2018 | Press Release
First Ascent secures funding.
First Ascent Awarded Best TAMP 2018
September 13, 2018 | wealthmanagement.com
First Ascent takes home the Wealthmanagement.com Industry Award in the TAMP Category.