GeoWealth Management LLC: First Ascent Asset Management is now part of GeoWealth Management LLC

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Our Investment Process

Our Investment Process

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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The First Ascent Team

Flat-Fee Structure

Why Flat Fees

Lifetime Portfolios

Client Education

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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


Contact Us

444 N Michigan Ave.
Suite 3150
Chicago, IL 60611
312.219.9160
connect@geowealth.com

GeoWealth
444 N Michigan Ave. Suite 3150 Chicago, IL 60611
312.219.9160 connect@geowealth.com


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