Advisor Managed Portfolios

Participants don’t need more choice, they need more help.

That realization and the desire to offer a solution are what drove the development of Ascension Advisor-Managed Portfolios.

In our years of working with 401(k) plans we have seen that participants don’t want to manage their own assets and aren’t very good at it when forced to do so. What participants want and need is a single-choice option that will provide a fully diversified portfolio to meet their personal risk-return needs.

With the managed portfolios of  Ascension Advisor-Managed Portfolios you can provide the next evolution in 401(k) plans without having to develop or monitor the portfolios on your own. We construct these portfolios in adherence with Modern Portfolio Theory and strive to ensure that they meet the standards of prudence required by ERISA.