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.
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