Form ADV

Form ADV is the standard form investment advisers use to register with the Securities and Exchange Commission (SEC) and local state securities authorities. As financial advisors, Ascend Investment Management upholds all local and national regulations for investing and investment management. Form ADV reflects our current information at all times and is updated annually. We send out current versions to each client with updates and keep Form ADV posted on our website as well.

Experienced and Reliable Financial Advisors

At Ascend Investment Management, we take the time to get to know you and understand your financial goals so we can make the best recommendations. Our goal is to help you achieve your investment goals for life and retirement.