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
News
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!
We’re Trying to Change a Little Corner of the World!
Discover the Why, How, and What behind our efforts to better serve advisors and their client.
Should You Outsource Your Investment Management
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
First Ascent ranked #1 for the second year in a row.
The Value of Values
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 Up for Two Industry Awards
First Ascent is recognized for its investor education and thought leadership efforts.
We Are Here To Help
There’s a growing gap between what we know and what we feel.
Is Outsourcing for Me?
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
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.
PODCAST: What to Watch Out for When Outsourcing Investment Management
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher
Scott MacKillop Wins Investments & Wealth Institute Governance Insight Award
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
First Ascent’s already robust offering of portfolios becomes even stronger with the Factor Select series.
PODCAST: Revolutionizing Asset Management
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
Global Explorer Portfolios Achieve Three Year Track Record
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.