Our Investment Process Archives - First Ascent Asset Management

Overview of Dimensional Select Portfolios

June 27, 2019

Overview of Factor Select Portfolios

June 27, 2019

Overview of Global Explorer Portfolios

April 6, 2018

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

January 9, 2018

Our Investment Process: Adding Satellites to the Global Explorer Portfolios

January 9, 2018

Our Investment Process: Risk Controls

January 9, 2018

Our Investment Process: Monitoring Satellites in Our Global Explorer Portfolios

January 9, 2018

Our Investment Process: Rebalancing

January 9, 2018

Our Investment Process: Tax-Sensitive Portfolios

January 9, 2018

Our Investment Process: The Luxury of Doing Nothing

January 9, 2018

Our Investment Process: Fees

January 9, 2018

Our Investment Process: Independent Investment Committee

October 16, 2017

Lifetime Portfolios

March 24, 2016

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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!