First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!
Discover the Why, How, and What behind our efforts to better serve advisors and their client.
By asking yourself three questions, you can quickly determine if you are a good candidate for outsourcing.
First Ascent ranked #1 for the second year in a row.
Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.
First Ascent is recognized for its investor education and thought leadership efforts.
There’s a growing gap between what we know and what we feel.
Check out our free resource for those who are wondering if they are good candidates for outsourcing portfolio management.
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
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’s already robust offering of portfolios becomes even stronger with the Factor Select series.
Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street. Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a … Read More
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.