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.

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.

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

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