Investing Made Easy
Ascend is an automated investment platform designed to help you reach the financial goals that are important to you. Together with Hardy Capital’s holistic financial planning approach and advanced technology through Betterment, Ascend is the easiest way to invest and begin building wealth. Get started by understanding your risk tolerance!
Why Ascend?
Expert Advice & Tools
Guidance When You Need It and Regular Communication From Your Financial Advisor
User Friendly Dashboard
Intuitive Client Interface and Performance Reporting
Diversified Portfolios
Low Cost Diversified Portfolios with No Minimum Balance Designed To Meet Your Objectives
Track Your progress
Stay On Track of Your Goals With Live Updates and Goal Trackers
Fully Automated Platform
Automated Rebalancing, Trading, and Tax Loss Harvesting To Optimize Your Portfolio
Betterment Integration
Powered Together With Betterment to Provide a Seamless and Secure Solution
Your Portfolio
We have 5 portfolios for a variety of investors. When you sign up for Ascend Invest, we’ll help pick the one that’s best for you.
Core Portfolio
Focused on global diversification with low-cost, tax-efficient ETFs
Socially Responsible Investing (SRI)
Broad, Social, and Climate Impact Portfolios
Goldman Sachs Smart Beta
Aims to outperform market-capitalization portfolios with Goldman Sachs ETFs
Vanguard
Aims to track Vanguard ETFs which follow the entire stock market
Blackrock Target Income
Bond-only strategy that avoids stock market volatility by focusing on bond income rather than market returns
It’s Easy To Get Started
Initial Assessment
Complete your personal assessment of your risk tolerance, financial status and create your login
Select Portfolio
A custom portfolio will be recommended for you based on your consultation
Fund Your Account
Fund the account and Ascend will do the investing and balancing
Invest
Set your deposit amount and ask questions about your investments from your advisor when needed