Ascend Investment Management, Inc. Is an independent Registered Investment Advisor dedicated to prudent management and growth of financial assets. As a fiduciary we hold ourselves up to the highest ethical standard. We are passionate about investment management and devoted to serving the customized financial needs of our clients.
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Ellen Le
Ellen Le unknown
10 M●●●●Lane
Gle●●●lls , PA, 19342
US
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Ellen Le
Ellen Le unknown
10 M●●●●Lane
Gle●●●lls , PA, 19342
US
View this contact
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Ascend Investment Management | ascendinvmgt.com Reviews
https://ascendinvmgt.com
Ascend Investment Management, Inc. Is an independent Registered Investment Advisor dedicated to prudent management and growth of financial assets. As a fiduciary we hold ourselves up to the highest ethical standard. We are passionate about investment management and devoted to serving the customized financial needs of our clients.
ascendinvmgt.com
Ascend Investment Management - Financial Reports
http://www.ascendinvmgt.com/reports.html
Ascend Investment Management
http://www.ascendinvmgt.com/community.html
We present topical and lively investment seminars that de-mystify the world of investments. Please feel free to contact us with your request for a seminar for your group. PLAN NOW.RETIRE WELL. MONEY GURUS: FRIENDS OR FOES. An interactive workshop that teaches participants the similarities and differences between the various types of financial professionals. We review conflicts of interest, fees charged, legal responsibilities, and designations.
Ascend Investment Management
http://www.ascendinvmgt.com/about.html
ABOUT ASCEND INVESTMENT MANAGEMENT, INC. Ascend Investment Management is an independent Registered Investment Advisory corporation specializing in the management of financial assets for individuals and small businesses. Once we fully understand a client’s financial situation and goals, we:. Choose appropriate stocks, bonds, mutual funds and exchange traded funds. Construct strong portfolios of diverse asset types. Manage securities in keeping with changing asset values.
Ascend Investment Management
http://www.ascendinvmgt.com/communication.html
We have initial meeting(s) to understand our clients. We analyze client objectives, expectations, sensitivity to risk and volatility, and existing financial situation. We schedule formal investment reviews quarterly, semiannually, or annually. Clients can expect to receive investment statements monthly and the firm investment report each quarter, which assesses the economy and market, and relates them to portfolio asset allocation changes. Clients are always welcome to call us.
Ascend Investment Management - Ellen Le
http://www.ascendinvmgt.com/ellen.html
Ellen Le, CFA, MBA. Ellen is the Founder and President of Ascend Investment Management. She was born in Philadelphia and has lived in the Delaware Valley for most of her life. When she is not researching investments and managing portfolios, she pursues her interests in tennis, bridge, hiking and art. Is a global organization dedicated to setting a high ethical standard for the investment profession.
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Ascend Investment Management
Ascend Investment Management, Inc. Is an independent Registered Investment Advisor dedicated to prudent management and growth of financial assets. As a fiduciary we hold ourselves up to the highest ethical standard. We are passionate about investment management and devoted to serving the customized financial needs of our clients.
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