First Ascent Asset Management is a Denver-based investment advisory firm that works closely with financial advisors to provide portfolio management, investment consulting, and advisor support services. They offer a range of portfolio options, including their Global Explorer Series, Global ETF Series, Factor Select Series, Dimensional Select Series, ESG Global Core Series, and Specialty Portfolios. With a focus on simplicity, transparency, and low fees, First Ascent aims to help clients keep more of what they earn.
As an independent subsidiary of GeoWealth, First Ascent maintains its brand identity and combines platforms to provide financial advisors with a tech-forward, full-service TAMP (Turnkey Asset Management Program). With a client-focused approach and a team of caring problem-solvers, First Ascent is dedicated to partnering with financial advisors to benefit their clients and offer a different path in the investment industry.
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