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Ascendant Managed

Account Programs

We manage a suite of ten seperately managed account (SMA) strategies and a mutual fund asset allocation program…

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Asset Allocation

Strategies

GAP is a WRAP fee arrangement that provides open architecture portfolios of mutual funds that are comprised…

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Ascendant Funds

Proprietary Mutual Funds

We utilize proprietary mutual funds for asset allocation and investments in client portfolios. The funds managed…

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SEC-registered Investment Since 1970

Welcome To Ascendant Advisors

Founded in 1970, Ascendant Advisors, LLC (“Ascendant”) is one of the oldest SEC-registered investment advisors in Texas, providing active portfolio management to high net worth families and institutions. Our investment effort is led by a four-member Investment Committee, whose members’ average over 25 years of first-hand investment experience.

The firm offers its clients decades of proprietary investment research, a disciplined and proven quantitative process, a client-aligned structure, and finally a low and transparent overall cost structure.

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Experienced Management Team

We Are A Team Of Industry Experts

Firm History

Investment Research Credentials

a
2008

Ranked #1

U.S. Fixed-Income Convertibles blend manager by Money Manager Review for 7-year returns, September ’08

a
2009

Deal done

Purchased by a group of strategic investors

a
2009

Ranked #2

MultiCap Equity Growth manager in the U.S. by Money Manager Review for 7-year returns, September ’09

a
2010

40 Year Anniversary

We celebrated our 40th anniversary

Learn more about our services & products and why we are the right team.