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
Our services are tailored to meet our clients' needs. Setting expectations is
critical, exceeding expectations is our priority.