Meaningful business relationships require real connections. As such, when managing a family's money, it's not enough just to have our interests aligned with our clients. As a Fiduciary, we aspire to foster a genuine, human connection built on trust and the desire to help families prosper.
We handpick our partners and clients. Each of our family relationships is long-term and extremely valuable to us. We do our best for people that we have authentic relationships with.
We don't subscribe to cookie-cutter investment strategies. Our process relies on implementing innovative, high-level investment strategies normally inaccessible to most. We custom-tailor our process to our clients' unique needs and always keep their best interests in mind.
Your family is unique - we are too. We offer specialized advisory services that offer access to complex financial planning strategies and private markets for those, such as entrepreneurs and medical professionals, who would benefit from alternative thinking.
Innovation in financial advisory means being at the cutting edge of opportunity. From public stocks to pre-IPOs, Venture Capital, Growth Capital, Real Estate - Hedge Funds, we help our clients responsibly diversify their portfolios into dynamic alternative investments.
Jonathan Loeffler
Jon is a co-founder of Ascent Capital Partners, leading the firms direct investing efforts in public equities, private equity, venture capital, and real estate. As an entrepreneur and investor, Jon works closely with portfolio companies as a co-founder, active board member, and advisor.
He currently serves on the Advisory Boards of two private technology companies: Platform Technology Group, Inc. of Toronto and Canada & Green Team Holdings, LLC of Southlake, TX. Jon serves on the Board of Directors of several Canadian technology companies; Joyride, Symboticware, Fileflex, Vizby Technologies.He also serves on the Board of Directors of the Fort Worth Crimson Tide, a 501(c) charitable foundation that gives talented youth of Tarrant county the chance to participate in a Select Football program and runs the Ascent Foundation with Mark Pomeroy, his business partner.
Mark Pomeroy
CFP®, CPWA®
Mark co-founded Ascent Capital with the aim to provide an exceptional client experience as the cornerstone of our foundation. He leads the firms complex financial planning efforts by helping clients create their desired legacies, strategizing and planning with his clients for all of life's what ifs.
Mark spent much of his career at USAA serving their high-net-worth membership, designing strategies to create, protect, preserve, and distribute their wealth. He graduated with a degree in Finance and Economics from Grand Canyon University. He is a CERTIFIED FINANCIAL PLANNER™ with over 18 years of experience.
Mark was born and raised in Phoenix, AZ, and currently resides in Scottsdale with his dog, Mia.
General Information |
| Firm Start Year: | 2017 | |
| No. of Employees: | 5-9 | |
| Name of Custodial Firm: | TD Ameritrade Institutional |
| States Licensed in: | AZ, TX |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Firm Information |
| Firm's Number of Clients: | 40 |
| Firm's Number of Planning Clients: | 40 |
| Firm's Number of Managed Clients: | 40 |
| Assets Managed by Firm: | $45,000,000 |
| Advisor's Number of Clients: | 40 |
| Advisor's Number of Managed Clients: | 40 |
| Advisor's Number of Planning Clients: | 40 |
| Assets Managed by Advisor: | $50,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | 3,000,000 |
Board Positions |
| Organization : | Platform Technology Group, Toronto, Canada |
| Position : | Advisory Board |
| Duration : | 01/03/2018-Present |
Financial Services |
| Portfolio Management
Rethink the traditional portfolio: Skirting conventional stock/bond ratio plays, we seek market inefficiencies looking to mitigating our downside while earning significant risk-adjusted returns. Our finger is always on the pulse of global economic trends, poised to pivot on our Risk-On, Risk-Off philosophy. During low-risk environments, we embrace high exposure in public investments. During high-risk market conditions, we pull back and wait for an opportunity to strike. At Ascent, we often recommend investments in venture capital, pre-IPO, growth capital, real estate and other alternative investments while providing special expertise outside the realm of ordinary wealth management. Our approach to investing is grounded in tried-and-true methods. We invest in fields where we are confident in our probability of long-term success for our partners. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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