Investment Process Videos - First Ascent Asset Management

Watch our videos below.

Overview of Dimensional Select Portfolios

Overview of Factor Select Portfolios

Overview of Global Explorer Portfolios

Our Investment Process: Building the Core of the Global Explorer Portfolios

Our Investment Process: Adding Satellites to the Global Explorer Portfolios

Our Investment Process: Risk Controls

Our Investment Process: Monitoring Satellites in Our Global Explorer Portfolios

Our Investment Process: Rebalancing

Our Investment Process: Tax-Sensitive Portfolios

Our Investment Process: The Luxury of Doing Nothing

Our Investment Process: Fees

Our Investment Process: Independent Investment Committee

Lifetime Portfolios

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News

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
First Ascent Ranked as the #1 TAMP for the Third Year in a Row

In a land of giants, advisors give fast-growing First Ascent the top spot—again!