First Ascent Asset Management

First Ascent Asset Management is an investment management firm committed to putting clients first. With a flat-fee structure, the firm employs a unique core plus satellite approach to portfolios using low-cost index-based funds and ETFs as the core supplemented with satellites when their investment team believes they can add value. First Ascent has assembled a highly skilled and experienced team of professionals whose sole focus is supporting financial advisors and managing portfolios tailored to clients’ needs. They also offer free videos and articles designed to help everyone become better investors.

First Ascent's Services:

First Ascent's Portfolios

  • Global Explorer Series

  • Global ETF Series

  • Factor Select Series

  • Dimensional Select Series

  • ESG Global Core Series