Institutional Strategy.
Physician Focus.
At Ascent, we bring endowment-caliber portfolio management to physicians — rooted in Columbia's ninety-year investment tradition.
That's the problem.
Compressed Timeline
A late start from training means every year of optimized investing matters more. Most physicians have 25 years to build what others get 40.
Complex Tax Landscape
W-2s, 1099s, 403(b)s, 457(b)s, backdoor Roths, entity structures. The optimization opportunities are real — and most advisors miss them.
Limited Bandwidth
Rounds, clinic, call schedules, administrative duties. You need a strategy that compounds without your constant attention.
Institutional Access Gap
Factor investing, managed futures, private credit — reserved for endowments and pensions. Until now.
Financial Planning
Debt optimization, insurance, cash flow, and retirement projections — mapped to a physician's earning curve, not a generic template.
Learn more →Investment Management
Factor-based portfolios rooted in Columbia's value investing tradition. Two models, built to outperform across full market cycles.
Learn more →Tax Planning
Proactive optimization coordinated with your CPA. Entity structuring, retirement maximization, and strategies specific to physician compensation.
Learn more →Estate & Wealth Transfer
Asset protection, trust structures, and generational wealth transfer. Built to preserve what you've earned and reflect your values.
Learn more →MD and MBA.
Physician-Led
Trained in pulmonary and critical care. Serving as hospital CMO. We understand residency, partnership tracks, contracts, and the weight of clinical life — because we live it.
Columbia Pedigree
Graham and Dodd. Buffett. Andrew Ang. Our investment framework was studied where it was created — not borrowed from a sales brochure.
Aligned Interests
We invest our own capital in the same portfolios we build for you. No commissions, no product sales. Our money is next to yours.
Institutional Access
Factor equity, managed futures, private credit, real assets — the same building blocks behind the world's greatest endowments, sized for physicians.
Fee-Only Fiduciary
Transparent advisory fee. No commissions, no revenue sharing. Your assets held at a leading independent custodian. One incentive: your success.
Beyond Portfolios
Contract guidance, debt strategy, practice decisions, life transitions. We're available for the big calls — not just quarterly reviews.
Physician. Executive.
Fiduciary.
We manage wealth the way we practice medicine. With evidence.
to your portfolio.
all market environments.
Core Growth Engine
Institutional-quality factor equity strategies capturing value, quality, and size premiums. Global diversification across developed and emerging markets through systematic, research-backed funds.
Non-Correlated Strategies
Managed futures, private credit, and market-neutral strategies that zig when traditional markets zag. These are the positions that protected capital during 2008, 2020, and 2022.
Real Assets & Income
Energy infrastructure, real estate, commodities, and inflation-protected securities. Real assets that generate income and provide a natural hedge against the inflation that erodes physician purchasing power.
Comprehensive wealth management,
designed for physicians.
From your first attending paycheck to generational wealth transfer, Ascent provides integrated guidance across every dimension of your financial life.
Financial Planning
A physician's financial life is more complex than most professionals'. Compressed earning timelines, significant student debt, multiple retirement vehicles, disability insurance decisions, and the constant tension between deferred gratification and lifestyle — these require a plan that understands the physician lifecycle.
We build comprehensive financial plans that integrate every element of your financial picture into a cohesive strategy, then adjust as your career evolves from early attending to peak earning to pre-retirement.
Investment Management
Our investment approach is rooted in the Columbia Business School tradition of evidence-based, factor-driven portfolio construction. Every position traces to a specific body of research — value premiums documented by Graham and Dodd, quality compounding demonstrated by Buffett, and the factor architecture framework developed by Professor Andrew Ang.
We offer two model portfolios — Ascent Growth and Ascent Conservative — each diversified across return drivers, not just asset classes. Both are held at a leading independent custodian, produce no K-1 tax forms, and maintain 92%+ daily liquidity.
Tax Planning
Physician compensation structures create tax optimization opportunities that generic advisors frequently miss. Between W-2 income, 1099 moonlighting, rental properties, retirement account maximization, and entity structuring — the gap between a reactive tax preparer and a proactive tax strategist can be worth tens of thousands of dollars annually.
We coordinate directly with your CPA to implement strategies that minimize your lifetime tax burden while keeping your portfolio tax-efficient. Different investment strategies for pre-tax retirement accounts versus taxable accounts is just the starting point.
Estate & Wealth Transfer
Estate planning for physicians goes beyond a basic will. Asset protection from malpractice exposure, trust structures for wealth preservation, strategic philanthropy, and multi-generational wealth transfer all require thoughtful coordination between your financial plan, your legal counsel, and your values.
We work alongside your estate attorney to ensure your wealth transfer plan reflects not just your financial goals, but your vision for your family's future.
Residents & New Attendings
Student debt strategy, first real income allocation, disability insurance, building the foundation. Ages 28–35 with a 30+ year horizon.
Established Attendings
Aggressive wealth building, tax optimization, practice ownership decisions, real estate, maximizing retirement contributions. Ages 35–50.
Senior Physicians & Leaders
Portfolio consolidation, alternative investments, estate planning initiation, executive compensation optimization. Ages 50–60.
Pre-Retirement & Beyond
Income generation, wealth preservation, distribution strategy, wealth transfer, legacy planning. Ages 60+ approaching or in retirement.
Let's start the conversation.
Your next step is simple: a complimentary consultation to discuss your goals and whether Ascent is the right fit.
Request a Consultation
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