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Headquartered in Scottsdale with offices in Dallas and Scottsdale. We advise family office clients on assets globally. The firm specializes in providing bespoke family office, investment & corporate finance solutions to UHNW families.
Today is more complex than yesterday and all paths’ forwards are not equal.
We view wealth not as a prize but as potential. Legacy is not what's left tomorrow when you're gone. It's what you give, create, impact and contribute today while you're here that then happens to live on. Ascent provides financial, wealth advisory, and investment management, family office management, institutional consulting, business and tax planning and philanthropic services.
We specialize in managing custom portfolios tailored to each client’s objectives throughout all generations.
• Holistic financial management
• Individually crafted solutions
• Tailored private investment programs
• High-touch, proactive service
Uncommon Investment Opportunities
What problems do our clients face that we solve?
There are times where you want to be fully invested (risk-on) and periods where the risk isn’t worth the rewards (risk-off).
When financial advisors create an asset allocation plan for their clients the landscape of investment choices looks something like this: Passive funds that simply track an index and offer cheap broad market exposure. Active funds that, in most cases, are closet index funds that charge a premium. The problem is that there are very few firms that are willing to take a stand and actively manage risk. We look beyond traditional investments into areas that can diversify a family’s wealth and provide a variety of options for growing and preserving it across generations. Additional disclosures can be found:
https://myascent.net/disclosures
Company Details
- Employees
- 9
- Founded
- -
- Address
- 5956 Sherry Ln,
- Industry
- Financial Services
- Keywords
- Private Equity, Private Debt, Venture Capital, Real Estate, Financial Services, Financial Planning, Family Office, Wealth Management, Public Equities, Stocks, Alternative Investments, Doctors, Entrepreneurs, Founders.
- HQ
- Dallas, Texas
Ascent Capital Partners Questions
Ascent Capital Partners's LinkedIn profile is https://www.linkedin.com/company/ascentcapital
Ascent Capital Partners has
9 employees.
View email and phone details for 9
employees at Ascent Capital Partners.
Ascent Capital Partners's industry is
Financial Services
Ascent Capital Partners's top competitors are
Ascent Capital Advisors,
Venture Highway,
Ascent Capital Group,
Ascent Capital,
Ascent Capital,
Ascent Ventures,
V-Tac Accounting & Tax,
Qualcomm Ventures,
Ascent Capital Partners Pte. Ltd.,
Innventure.
Ascent Capital Partners's categories are Financial Services
Ascent Capital Partners's founding year is 2017
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Top Ascent Capital Partners Employees
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Jonathan Loeffler
Co-Founder/Managing Director
Southlake, Texas, United States, United States2gmail.com, hotmail.com7 +192850XXXXX
-
Steve Landon
Founder, Ascent Capital Partners.…
Phoenix, Arizona, United States, United States3honeywell.com, gmail.com, gmail.com -
Isaac Mathai
Entrepreneur | Event Venues & Catering…
Dallas-Fort Worth Metroplex, United States3everbowl.com, yahoo.com, gmail.com5 +121467XXXXX
-
Alex Ignell, CAIA
n/a
San Diego, California, United States, United States
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