We Manage Brokerage Accounts for Clients in Utah County

With Ascend Investment Management near Utah County you can take the guesswork out of managing your investment account and see it grow exponentially over time. It can be hard to know when and how to make changes on an account, but our knowledgeable financial advisors constantly supervise accounts and strategize investment and retirement plans. We’ll make changes as needed to more closely align you with your financial goals while keeping you up to date on your account’s performance.

How Does a Managed Brokerage Account Work?

Make wise investment decisions with help from an experienced broker who can manage the activity on your account. With Ascend Investment Management near Utah County you can take the guesswork out of managing your investment account and see it grow exponentially over time. It can be hard to know when and how to make changes on an account, but our knowledgeable financial advisors constantly supervise accounts and strategize investment and retirement plans. We’ll make changes as needed to more closely align you with your financial goals while keeping you up to date on your account’s performance.

When you work with our investment brokers in the Utah County area, you can be sure that we will act in your best interest during the most opportune moments. We take into account various factors that could affect the performance of your portfolio and we plan accordingly. We aim to manage brokerage accounts to put your investments in the most favorable position to grow. Planning your financial future starts today, and we can help you create a path to a comfortable retirement.

These are common services that our investment bankers can assist you with:

• Monitoring your portfolio
• Advising on asset allocation
• Retirement planning
• Reach your individual goals
• Determining your risk tolerance
• Progress reports

Our Investment Brokers Maximize Account Performance

If you want to grow your wealth and plan for your golden years, our professionals are prepared to manage your investment accounts to yield the highest dividends. We offer financial planning services that are tailored to your goals and preferences, which means we manage your accounts with your best interests in mind. In order to have a high-performing portfolio, we’ll ensure that you have a diverse mix of investments and help you keep as much of your earnings as possible come tax time. When we manage your brokerage account, we continuously monitor its progress and regularly provide guidance.

Invest in a Financial Advisory Relationship with Ascend

Ascend Investment Management has over 20 years of combined experience in the finance industry and we’re prepared to extend our expertise to help you reach your goals. Our knowledgeable financial advisors understand how the market can affect your investments and make strategic adjustments to benefit you. Whether you have a nest egg or you’re just starting to invest, putting a plan into place is key to growing your wealth and having a retirement fund you can depend on. When you work with our investment brokers, you’ll be presented with personalized solutions to meet your needs.

Get Your Brokerage Accounts Managed Professionally

We understand that everyone has unique financial circumstances and goals, so we always take a customized approach to our brokerage account management services. Ascend Investment Management is your key to a bright financial future that allows you to have a secure and comfortable lifestyle. Contact our investment brokers at (801) 386-5311 to schedule a consultation near Utah County and see how we can help you make wise investment decisions.