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B
8 meses antes

I have been investing with Ascendant Capital Manag...

I have been investing with Ascendant Capital Management for several years, and I couldn't be happier with the experience. Their team is responsive, knowledgeable, and dedicated to helping clients achieve their financial objectives. The investment strategies they implement are well-researched and tailored to individual needs. ACM's commitment to delivering exceptional results is evident in their track record. I wholeheartedly recommend ACM to anyone seeking expert investment management.

C
10 meses antes

Ascendant Capital Management has been instrumental...

Ascendant Capital Management has been instrumental in helping me achieve my financial goals. Their team's expertise and attention to detail have made a significant difference in my investment portfolio. The personalized service they offer sets them apart from other firms, and their commitment to client success is truly commendable. I am grateful for their guidance and highly recommend them to anyone seeking reliable investment management.

E
11 meses antes

I am extremely impressed with Ascendant Capital Ma...

I am extremely impressed with Ascendant Capital Management. Their team's commitment to providing top-notch investment management services is evident in everything they do. They have a deep understanding of the financial market and have consistently delivered outstanding results for their clients. I am grateful for their expertise and guidance, and I trust them implicitly with my investments. ACM is undoubtedly a leader in the industry.

T
12 meses antes

I recently started investing with Ascendant Capita...

I recently started investing with Ascendant Capital Management, and I'm already impressed with their services. Their team has been incredibly helpful in guiding me through the investment process, explaining complex concepts in a way that is easy to understand. The personalized attention they provide and the expertise they bring to the table have given me confidence in my investment decisions. I'm excited to continue working with ACM to grow and diversify my portfolio.

T
1 ano atrás

I've been investing for years, and Ascendant Capit...

I've been investing for years, and Ascendant Capital Management is by far one of the best investment management companies I've come across. Their team is incredibly knowledgeable, and their investment strategies are well-thought-out and comprehensive. They have helped me diversify my portfolio and achieve steady, consistent growth. I highly recommend ACM to anyone serious about investing and looking for a reliable partner.

H
1 ano atrás

Ascendant Capital Management is a trusted partner ...

Ascendant Capital Management is a trusted partner that has consistently provided me with valuable financial advice and services. Their team understands my investment objectives and has developed a tailored investment strategy that aligns perfectly with my goals. They have been proactive in addressing market changes and have consistently delivered solid returns. ACM's dedication to client success is unmatched, and I am grateful for their expertise and support.

M
1 ano atrás

I have been a client of a certain investment manag...

I have been a client of a certain investment management company for many years, and I recently switched to Ascendant Capital Management. The difference in service and performance is remarkable. ACM's portfolio management team has consistently exceeded my expectations, delivering impressive returns on my investments. They truly understand the market and tailor their strategies to match my financial goals. I'm thrilled with their services and look forward to a long-lasting partnership.

F
1 ano atrás

Ascendant Capital Management is a trustworthy comp...

Ascendant Capital Management is a trustworthy company that has consistently provided me with excellent financial advice and services. Their team is responsive, meticulous, and well-versed in the ever-changing investment landscape. Their expertise has helped me navigate through challenging market conditions and achieve my financial goals. I have recommended ACM to numerous friends and colleagues, and will continue to do so.

A
1 ano atrás

As a long-term customer of Ascendant Capital Manag...

As a long-term customer of Ascendant Capital Management, I must say that their services are nothing short of exceptional. Their team is knowledgeable, professional, and always attentive to my investment needs. The expertise they bring to the table has helped me navigate the complexities of the financial market and make informed decisions. I highly recommend ACM to anyone seeking reliable and trustworthy investment management.

D
1 ano atrás

👌 Ascendant Capital Management has been an excelle...

👌 Ascendant Capital Management has been an excellent partner in managing my investments. Their team's expertise, professionalism, and attention to detail are second to none. They have consistently exceeded my expectations and delivered outstanding results. From the initial consultation to ongoing portfolio management, ACM has been a reliable and trusted advisor. I highly recommend them to anyone looking for comprehensive investment management services. 👌

H
1 ano atrás

😊 I am very satisfied with my experience with Asce...

😊 I am very satisfied with my experience with Ascendant Capital Management. Their team is knowledgeable, professional, and always goes the extra mile to ensure that my investment needs are met. The personalized service they provide is unparalleled, and their investment strategies are spot on. I have complete confidence in their abilities and highly recommend them to anyone looking for top-tier investment management services. 😊

M
1 ano atrás

👍 I have been investing with Ascendant Capital Man...

👍 I have been investing with Ascendant Capital Management for over two years now, and I couldn't be happier with the results. Their team's expertise and guidance have been invaluable in helping me grow my portfolio. I appreciate their proactive approach and thorough analysis of investment opportunities. The trust and confidence they have earned make them my go-to investment management firm. Keep up the excellent work! 👍

Sobre Ascendant capital management

Ascendant Capital Management: seu parceiro de confiança em serviços de consultoria de investimentos

A Ascendant Capital Management é uma empresa de Consultoria de Investimento Registrada (RIA) independente e com serviço completo, localizada em Brea, Califórnia, e atendendo a todo o Condado de Orange. A empresa foi fundada com a missão de fornecer aos clientes serviços de consultoria de investimento personalizados, adaptados às suas metas e objetivos financeiros exclusivos.

Na Ascendant Capital Management, entendemos que cada cliente tem necessidades diferentes quando se trata de administrar seu patrimônio. É por isso que adotamos uma abordagem holística para a gestão de investimentos, levando em consideração as circunstâncias e preferências individuais de cada cliente. Nossa equipe de profissionais experientes trabalha em estreita colaboração com os clientes para desenvolver estratégias de investimento personalizadas que se alinhem com suas metas financeiras de longo prazo.

Nossos serviços

Oferecemos uma ampla gama de serviços de consultoria de investimento projetados para ajudar os clientes a atingir seus objetivos financeiros. Nossos serviços incluem:

1. Gerenciamento de portfólio: oferecemos serviços abrangentes de gerenciamento de portfólio projetados para ajudar os clientes a criar portfólios diversificados que se alinham com seus níveis de tolerância a riscos e metas financeiras de longo prazo.

2. Planejamento Financeiro: Trabalhamos em estreita colaboração com os clientes para desenvolver planos financeiros personalizados que levem em consideração sua situação financeira atual, metas futuras e níveis de tolerância a riscos.

3. Planejamento de aposentadoria: ajudamos os clientes a planejar a aposentadoria desenvolvendo planos de aposentadoria personalizados que levam em consideração fatores como necessidades de renda, considerações fiscais e planejamento patrimonial.

4. Planejamento Sucessório: Auxiliamos os clientes no desenvolvimento de planos sucessórios destinados a proteger os ativos e minimizar os impostos, ao mesmo tempo em que asseguramos a transferência suave de riqueza de uma geração para a seguinte.

5. Planejamento tributário: fornecemos serviços de planejamento tributário destinados a ajudar os clientes a minimizar os impostos enquanto maximizam o retorno após os impostos sobre os investimentos.

Nossa abordagem

Na Ascendant Capital Management, acreditamos em uma abordagem disciplinada quando se trata de gerenciar os investimentos de nossos clientes. Nossa filosofia de investimento é baseada em três princípios fundamentais:

1) Diversificação - Acreditamos na construção de carteiras diversificadas em todas as classes de ativos como forma de reduzir o risco e maximizar os retornos ao longo do tempo.
2) Gestão ativa - Acreditamos na gestão ativa das carteiras de nossos clientes para aproveitar as oportunidades de mercado e minimizar o risco de queda.
3) Gestão de risco - Acreditamos na gestão de risco por meio de uma combinação de alocação de ativos, diversificação e gestão ativa.

Nosso time

Nossa equipe de profissionais experientes é dedicada a fornecer aos clientes o mais alto nível de serviço e especialização. Nossos consultores de investimentos têm anos de experiência no setor financeiro e possuem diplomas avançados e certificações como CFA, CFP, CPA e MBA.

Temos orgulho de nosso compromisso com a transparência, integridade e responsabilidade. Acreditamos que a comunicação aberta é essencial quando se trata de construir relacionamentos de longo prazo com nossos clientes. É por isso que fornecemos atualizações regulares sobre o desempenho do portfólio e as condições de mercado para que os clientes possam tomar decisões informadas sobre seus investimentos.

Conclusão

Na Ascendant Capital Management, estamos comprometidos em ajudar nossos clientes a atingir suas metas financeiras de longo prazo por meio de serviços de consultoria de investimento personalizados. Esteja você planejando a aposentadoria ou procurando construir riqueza ao longo do tempo, temos o conhecimento e a experiência necessários para ajudá-lo a ter sucesso. Entre em contato conosco hoje para saber mais sobre como podemos ajudá-lo a alcançar seus objetivos financeiros.

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Ascendant capital management

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