We manage a suite of ten seperately managed account (SMA) strategies and a mutual fund asset allocation program…
GAP is a WRAP fee arrangement that provides open architecture portfolios of mutual funds that are comprised…
We utilize proprietary mutual funds for asset allocation and investments in client portfolios. The funds managed…
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.
$100 billion InvescoAIM, Chief Investment Officer. $20 billion UTIMCO, Vice Chairman.
- J. Philip Ferguson
Momentum Securities, LLC, Founder and President $100+ billion Teacher Retirement System of Texas, Chairman
- James H. Lee
Superfund USA, President Pershing LLC, Managing Director Bear Stearns & Co.
- Paul Wigdor
Ascendant, Portfolio Manager since 1990
- James Walker
Cullen Rogers is Salient Partners L.P, Analyst.
- Cullen Rogers
U.S. Fixed-Income Convertibles blend manager by Money Manager Review for 7-year returns, September ’08
Purchased by a group of strategic investors
MultiCap Equity Growth manager in the U.S. by Money Manager Review for 7-year returns, September ’09
We celebrated our 40th anniversary