Ascend Investment Management, Inc.

Ascend Investment Management is an independent Registered Investment Advisory corporation specializing in the management of financial assets for individuals, families and small businesses. Our mission is to clearly understand the individual objectives of each of our clients to help them accomplish their financial goals.

We serve as fiduciary and passionate advocate, providing independent analysis, advice and financial planning with utmost integrity dedicated to the prudent management and growth of financial assets. We aim to develop strong long-term relationships and take pride in our commitment to delivering the highest level of personalized service to our clients based on a thoughtful, disciplined and experienced understanding of the financial marketplace.

Our goal is to consistently maximize after-tax returns by offering high-net worth individuals appropriate and personalized investment portfolio management of individual securities and pooled Mutual and Exchange Traded Funds. Our investment philosophy emphasizes strategic long-term planning and discourages short-term and speculative trading. We focus on asset allocation, diversification and utilization of investment tools that are appropriate for achieving your financial objectives.

We provide guidance on a wide range of financial matters, including sophisticated financial planning, investment management, retirement income planning, education funding, intergenerational wealth transfer and charitable giving.

Trust • Integrity • Personalized Service