Ascend Capital Management is an independent Registered Investment Advisory corporation specializing in the service and management of financial assets for individuals and small businesses.

Our mission is to give individuals financial freedom so that they are worry free about their money and they have the flexibility to retire when they choose and with a good quality of life.

Once the firm fully and comprehensively understands a client’s financial structure and goals, we:

• choose appropriate equities and fixed income securities (individual stocks and bonds, REITs, ETFs, and mutual funds)
• construct strong portfolios of diverse asset types
• manage portfolios in accordance with changing business and market cycles
• target asset allocations in line with client tolerance for risk, income needs, liquidity needs, tax circumstances, and retirement goals
• manage individual portfolios for tax efficiency
• recommend optimal retirement withdrawal strategies

We welcome communication and meetings with our clients’ other professional advisers, such as accountants and attorneys, to better understand their financial needs.

For those who desire it, we are pleased to offer introductions to other professional advisers.