Ascending Assets

Ascending Assets provides ongoing portfolio management and investment advice primarily to corporations and business entities, developing individualized Investment Policy Statements and conducting asset allocation, selection, and regular portfolio monitoring. The firm implements discretionary portfolio management intended to align investments with each client's objectives, time horizon, and documented risk tolerance.

Investment decisions draw on cyclical and fundamental analysis and modern portfolio theory, with a long-term trading orientation; typical holdings include mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), and Treasury inflation-protected securities. The adviser tailors allocations to client needs, may use model allocations alongside customized recommendations, requests discretionary trading authority, and requires clients to custody assets with a specific broker-dealer.

Distinctive features relative to many peers include the firm’s primary focus on business-entity clients rather than retail individuals, its mandatory use of a single custodian, and its stated acceptance of soft-dollar research from that broker. The firm also recently expanded its risk disclosures to explicitly address the potential impacts of tariff policy on costs, sector performance, and supply chains, flagging tariffs as a material consideration in portfolio construction.