Ascent

Low-Cost Investment Advisory Services

At Ascent by Steele Street Capital, we strongly believe that all individuals can earn financial independence and deserve to be aligned with a Fiduciary in the process; putting the investors goals ahead of the firm’s goals all the time, every time.

We believe that America has a looming retirement savings problem that desperately needs a solution. To answer the call we strive to offer all investors, regardless of the amount of investable assets they currently possess, a simple, transparent and straightforward solution to save and invest with discipline; doing our part in shaping a strong American economy for generations to come.

Robust Technology

At Ascent by Steele Street Capital, we have collaborated in the development of an investment advisory platform that makes saving and investing automated, easy and fun. Our platform is low cost, fully transparent, and robust with technology; aiming to make a meaningful difference in the lives of investors.

Ascent by Steele Street Capital is an investment advisory platfom for investors who typically fit the following profiles:

Desires advice from a Fiduciary who will always put the client’s interest first
Desires an advisory platform to save and in model portfolios with ease and discipline with total cost being of paramount concern
Does not need a lot of hand holding (limited service advisory relationship with the firm)

Managing Costs

Ascent by Steele Street Capital clients will typically be in the pre-retirement (<55 years of age) phase of their life and do not have the current need for a comprehensive wealth management relationship with a firm, or are investors who have assets they wish to invest, still desire ongoing advice, but are acutely focused on total cost. We do believe that cost matters, especially in the asset accumulation phase of life and that more attention should be placed on managing costs during these years.

At Ascent by Steele Street Capital portfolios are constructed utilizing a investment process and investment discipline largely consisting of low cost index funds and ETFs to keep more of your hard earned money in your pockets working harder for you.