Jonathan Loeffler's Colleagues at Ascent Capital Partners
Jonathan Loeffler's Contact Details
Southlake,Texas,76092,United States
Ascent Capital Partners
Jonathan Loeffler's Company Details
The client experience is the cornerstone of all that we do. With an emphasis of serving our clients and community with loyalty and integrity; we provide peace of mind and empower individuals, families, and business owners alike to achieve their most important goals. At our core, we embrace a client-centric, team-based approach, utilizing our network and resources to add intrinsic value to our clients and the generations that follow.Today is more complex than yesterday and all paths' forwards are not equal. We view wealth not as a prize but as potential. Legacy is not what's left tomorrow when you're gone. It's what you give, create, impact and contribute today while you're here that then happens to live on.Ascent provides financial, wealth advisory and investment management, family office management, institutional consulting, business and tax planning and philanthropic services. We specialize in managing custom portfolios tailored to each client's objectives throughout all generations. Holistic financial management Individually crafted solutions Tailored private investment programs High-touch, proactive serviceUncommon Investment OpportunitiesWhat problems do our clients face that we solve?There are times where you want to be fully invested (risk-on) and periods where the risk isn't worth the rewards (risk-off).When financial advisors create an asset allocation plan for their clients the landscape of investment choices looks something like this:Passive funds that simply track an index and offer cheap broad market exposure.ORActive funds that, in most cases, are closet index funds that charge a premium.The problem is that there are very few firms that are willing to take a stand and actively manage risk.We look beyond traditional investments into areas that can diversify a family's wealth and provide a variety of options for growing and preserving it across generations.