Reviews 13
Filters:
Rating
Language
Sort:
Most recent
B
8 months ago

I have been investing with Ascendant Capital Manag...

I have been investing with Ascendant Capital Management for several years, and I couldn't be happier with the experience. Their team is responsive, knowledgeable, and dedicated to helping clients achieve their financial objectives. The investment strategies they implement are well-researched and tailored to individual needs. ACM's commitment to delivering exceptional results is evident in their track record. I wholeheartedly recommend ACM to anyone seeking expert investment management.

C
10 months ago

Ascendant Capital Management has been instrumental...

Ascendant Capital Management has been instrumental in helping me achieve my financial goals. Their team's expertise and attention to detail have made a significant difference in my investment portfolio. The personalized service they offer sets them apart from other firms, and their commitment to client success is truly commendable. I am grateful for their guidance and highly recommend them to anyone seeking reliable investment management.

E
11 months ago

I am extremely impressed with Ascendant Capital Ma...

I am extremely impressed with Ascendant Capital Management. Their team's commitment to providing top-notch investment management services is evident in everything they do. They have a deep understanding of the financial market and have consistently delivered outstanding results for their clients. I am grateful for their expertise and guidance, and I trust them implicitly with my investments. ACM is undoubtedly a leader in the industry.

T
12 months ago

I recently started investing with Ascendant Capita...

I recently started investing with Ascendant Capital Management, and I'm already impressed with their services. Their team has been incredibly helpful in guiding me through the investment process, explaining complex concepts in a way that is easy to understand. The personalized attention they provide and the expertise they bring to the table have given me confidence in my investment decisions. I'm excited to continue working with ACM to grow and diversify my portfolio.

T
1 year ago

I've been investing for years, and Ascendant Capit...

I've been investing for years, and Ascendant Capital Management is by far one of the best investment management companies I've come across. Their team is incredibly knowledgeable, and their investment strategies are well-thought-out and comprehensive. They have helped me diversify my portfolio and achieve steady, consistent growth. I highly recommend ACM to anyone serious about investing and looking for a reliable partner.

H
1 year ago

Ascendant Capital Management is a trusted partner ...

Ascendant Capital Management is a trusted partner that has consistently provided me with valuable financial advice and services. Their team understands my investment objectives and has developed a tailored investment strategy that aligns perfectly with my goals. They have been proactive in addressing market changes and have consistently delivered solid returns. ACM's dedication to client success is unmatched, and I am grateful for their expertise and support.

M
1 year ago

I have been a client of a certain investment manag...

I have been a client of a certain investment management company for many years, and I recently switched to Ascendant Capital Management. The difference in service and performance is remarkable. ACM's portfolio management team has consistently exceeded my expectations, delivering impressive returns on my investments. They truly understand the market and tailor their strategies to match my financial goals. I'm thrilled with their services and look forward to a long-lasting partnership.

F
1 year ago

Ascendant Capital Management is a trustworthy comp...

Ascendant Capital Management is a trustworthy company that has consistently provided me with excellent financial advice and services. Their team is responsive, meticulous, and well-versed in the ever-changing investment landscape. Their expertise has helped me navigate through challenging market conditions and achieve my financial goals. I have recommended ACM to numerous friends and colleagues, and will continue to do so.

A
1 year ago

As a long-term customer of Ascendant Capital Manag...

As a long-term customer of Ascendant Capital Management, I must say that their services are nothing short of exceptional. Their team is knowledgeable, professional, and always attentive to my investment needs. The expertise they bring to the table has helped me navigate the complexities of the financial market and make informed decisions. I highly recommend ACM to anyone seeking reliable and trustworthy investment management.

D
1 year ago

👌 Ascendant Capital Management has been an excelle...

👌 Ascendant Capital Management has been an excellent partner in managing my investments. Their team's expertise, professionalism, and attention to detail are second to none. They have consistently exceeded my expectations and delivered outstanding results. From the initial consultation to ongoing portfolio management, ACM has been a reliable and trusted advisor. I highly recommend them to anyone looking for comprehensive investment management services. 👌

H
1 year ago

😊 I am very satisfied with my experience with Asce...

😊 I am very satisfied with my experience with Ascendant Capital Management. Their team is knowledgeable, professional, and always goes the extra mile to ensure that my investment needs are met. The personalized service they provide is unparalleled, and their investment strategies are spot on. I have complete confidence in their abilities and highly recommend them to anyone looking for top-tier investment management services. 😊

M
1 year ago

👍 I have been investing with Ascendant Capital Man...

👍 I have been investing with Ascendant Capital Management for over two years now, and I couldn't be happier with the results. Their team's expertise and guidance have been invaluable in helping me grow my portfolio. I appreciate their proactive approach and thorough analysis of investment opportunities. The trust and confidence they have earned make them my go-to investment management firm. Keep up the excellent work! 👍

About Ascendant capital management

Ascendant Capital Management: Your Trusted Partner in Investment Advisory Services

Ascendant Capital Management is a full-service, independent Registered Investment Advisory firm (RIA) located in Brea, California and servicing all of Orange County. The company was founded with the mission to provide clients with personalized investment advisory services that are tailored to their unique financial goals and objectives.

At Ascendant Capital Management, we understand that every client has different needs when it comes to managing their wealth. That's why we take a holistic approach to investment management, taking into account each client's individual circumstances and preferences. Our team of experienced professionals works closely with clients to develop customized investment strategies that align with their long-term financial goals.

Our Services

We offer a wide range of investment advisory services designed to help clients achieve their financial objectives. Our services include:

1. Portfolio Management: We provide comprehensive portfolio management services designed to help clients build diversified portfolios that align with their risk tolerance levels and long-term financial goals.

2. Financial Planning: We work closely with clients to develop personalized financial plans that take into account their current financial situation, future goals, and risk tolerance levels.

3. Retirement Planning: We help clients plan for retirement by developing customized retirement plans that take into account factors such as income needs, tax considerations, and estate planning.

4. Estate Planning: We assist clients in developing estate plans designed to protect assets and minimize taxes while ensuring the smooth transfer of wealth from one generation to the next.

5. Tax Planning: We provide tax planning services designed to help clients minimize taxes while maximizing after-tax returns on investments.

Our Approach

At Ascendant Capital Management, we believe in taking a disciplined approach when it comes to managing our client's investments. Our investment philosophy is based on three core principles:

1) Diversification - We believe in building diversified portfolios across asset classes as a way of reducing risk while maximizing returns over time.
2) Active management - We believe in actively managing our client's portfolios to take advantage of market opportunities and minimize downside risk.
3) Risk management - We believe in managing risk through a combination of asset allocation, diversification, and active management.

Our Team

Our team of experienced professionals is dedicated to providing clients with the highest level of service and expertise. Our investment advisors have years of experience in the financial industry and hold advanced degrees and certifications such as CFA, CFP, CPA, and MBA.

We pride ourselves on our commitment to transparency, integrity, and accountability. We believe that open communication is essential when it comes to building long-term relationships with our clients. That's why we provide regular updates on portfolio performance and market conditions so that clients can make informed decisions about their investments.

Conclusion

At Ascendant Capital Management, we are committed to helping our clients achieve their long-term financial goals through personalized investment advisory services. Whether you are planning for retirement or looking to build wealth over time, we have the expertise and experience necessary to help you succeed. Contact us today to learn more about how we can help you achieve your financial objectives.

Ascendant capital management

Ascendant capital management

4