Kesler, Norman & Wride, LLC
Ascend Investment Partners, formerly known as Kesler, Norman & Wride, LLC, is a registered investment adviser headquartered in Ogden, Utah. Founded in 2020, the firm specializes in providing comprehensive wealth management and investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. Owned by multiple wealth management groups, the firm operates with a fiduciary duty, delivering conflict-free advice and transparent fees. Ascend Investment Partners has a team of approximately 9 employees and is led by industry veterans with deep roots in the Utah financial community.
Investment Strategy
Ascend Investment Partners delivers holistic, fee-only investment management using a systematic financial planning process called the CLIMBTM method. They provide investment advice and portfolio management tailored to clients' goals, risk tolerance, and time horizon. Services include wrap asset management, discretionary accounts, retirement plan and annuity consulting, and advising on held-away accounts. The firm emphasizes diversification and risk management, uses a transparent, asset-based fee structure, and does not use performance-based fees. Ascend's process centers around educating clients, clear communication, and adapting portfolios as clients' goals and markets evolve.
Top Holdings
Equity Positions (217)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KR | KROGER CO | 4.43% | $25.0M | 348,527 | $67.69 | $71.73 | +$1.4M |
M MSFT | MICROSOFT CORP | 3.20% | $18.1M | 36,305 | $237.31 | $497.41 | +$4.5M |
S SPY | SPDR S&P 500 ETF TR | 3.20% | $18.0M | 29,181 | $426.20 | $617.85 | +$1.5M |
A AAPL | APPLE INC | 2.65% | $14.9M | 72,670 | $143.43 | $205.17 | -$993.8K |
N NFLX | NETFLIX INC | 2.01% | $11.3M | 8,472 | $1122.71 | $1339.13 | +$8.4M |