Ascend Investment Management is an independent Registered Investment Advisory corporation specializing in the service and management of financial assets for individuals and small businesses.

Our mission is to give individuals the financial freedom to be worry free about their financial assets and have the flexibility to enjoy retirement and retire when they choose.

Our ideal clients are individuals who are beginning to think about retirement or are already retired. We give professional guidance and personal attention to changing budgets and cash flow needs.

Once we fully and comprehensively understand a client’s financial structure and goals, we:

• choose appropriate equities and fixed income securities (individual stocks and bonds, mutual funds, and exchange traded funds)
• construct strong portfolios of diverse asset types
• manage portfolios in accordance with changing business and market cycles
• target asset allocations in line with client tolerance for risk, income needs, liquidity needs, tax circumstances, and retirement goals
• manage portfolios for tax efficiency
• execute an optimal retirement withdrawal strategy

We are dedicated to keeping our clients informed and educated in all types of markets, and we welcome frequent communications.