Comprehensive Investment Services. Complete Client Care.

Clients of Ascension Investment Management have access to the following services:

  • Assistance in the formation of an Investment Policy Statement, including determining investment goals and objectives, risk tolerance guidelines, and other policies specifically tailored to the client
  • Advice on a strategic asset allocation tailored to the client’s objectives and tactical allocation shifts within ranges set by the Investment Policy Statement
  • Manager sourcing, due diligence, selection and oversight, rebalancing of portfolios, and on-going monitoring
  • Portfolio risk management aimed at identifying and avoiding undesirable concentrations and exposures within the portfolio
  • Administrative support including, but not limited to, cash management, manager documentation, assistance with accounting disclosures, and audit documentation
  • Monthly and quarterly risk and performance reporting
  • Participation in Investment Committee or Board meetings to discuss market trends and portfolio performance
  • A review of a security or industry that is not included in our SRI Policy
Our services are tailored to meet our clients' needs. Setting expectations is
critical, exceeding expectations is our priority.