Press Materials

The following materials are intended to assist in the publication of articles and news stories. Please contact First Ascent Director of Communications, Ben Sullivan, if you have any questions about proper usage.


Corporate Brochure

The Value of Working With First Ascent

Global Explorer Portfolios

Global ETF Portfolios

Factor Select Portfolios

Dimensional Select Portfolios

Investment Team and Core Beliefs

Flat-Fee Fact Sheet

A Message From Flatland – First Ascent Flat-Fee Position Paper

First Ascent Mission Statement

Company Personnel and Bios

Can A Robot Be a Fiduciary? – Position Paper

Building Your Piece of the Future

Should You Outsource Your Investment Management


The Flat-Fee Difference

Why Flat Fees

First Ascent Flat-Fee Schedule

How We Got Started


We hosted a webinar, “Welcome to Flatland,” detailing our flat-fee schedule.

To view the video, click here.



FAAM Logo Horizontal

FAAM Logo Badge


Scott MacKillop – High Resolution