First Ascent Asset Management: Working hand-in-hand with your financial advisor so you can enjoy the things that matter

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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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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!

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Contact Us

1401 Lawrence St.
Suite 1600
Denver, CO 80202
720.465.7888
info@firstascentam.com

First Ascent Asset Management
1401 Lawrence St. Suite 1600 Denver, CO 80202
720.465.7888 info@firstascentam.com


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First Ascent Asset Management, LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission.