First Ascent is the only full-service TAMP to offer outsourced portfolio management for a low, flat fee, making outsourcing affordable for all advisors. First Ascent offers a range of investment services and tools to help advisors grow their businesses, attract new clients, and better serve existing ones. Advisors ranked First Ascent as the #1 TAMP in 2022, 2021, and 2020 in the T3/Inside Information Advisor Software Survey, based on client satisfaction. First Ascent is a 10-time Wealthie finalist and 3-time Wealthie winner.
Flat Fee ESG Initiative
Clients want access to meaningful ESG investment solutions, but their values and preferences cover a range of disparate causes. No single solution is right for everyone. Most advisors are not highly knowledgeable about ESG investing. They need help designing quality investment solutions and support in using them. Our initiative gives advisors the broadest choice of ESG investment options and the guidance to use them effectively, all for a low, flat fee. We do this by providing: * Fund-based model portfolios targeted to different risk levels * Direct indexing portfolios to allow a high level of customization * Guidance from our investment team in designing client solutions Our offering is unique in the range of options provided, the level of support offered, and the fees charged.
Scott is CEO and a founder of First Ascent Asset Management. In that role, he is responsible for the firm’s overall management, growth, and vision. Scott is also a member of First Ascent’s investment committee. Scott devotes most of his time to portfolio management and research, new product development, marketing, and creating material for the firm’s client education and thought leadership efforts. Scott serves as an “ambassador” to the Institute for the Fiduciary Standard. In that role, he promotes and advances the application of the fiduciary standard to financial advisors.
In his role as Director of Communications, Ben serves as First Ascent’s CMO. He is responsible for management of the firm’s marketing and communications activities. Ben devotes most of his time to: * Design and creation of material for the firm’s client education and thought leadership efforts. * Using our website to create an ongoing conversation with advisors about First Ascent. * Development of social media strategy and content. * Running our ongoing Master Class and advisor education webinar programs. * Creation, direction, and editing of our video content. * Design and creation of all marketing materials. * Ongoing management of, and content development for, our email campaigns. * Management of our digital marketing activities.