Answering Your Frequently Asked Questions About Ascent - Mach 1 Financial Group’s Digital Investment Platform
Are you looking for an entry point into the ever-evolving investing world? Intimidated by trying to pick and choose the right models for your portfolio on your own?
Ascent by Mach 1 Financial Group was created for those who want a digital investment experience without sacrificing professional oversight.
Ascent by Mach 1 is a digital investment platform that gives you the ability to invest in Mach 1’s ETF strategies guided actively by our financial advising team. Ascent gives users access to automated trading, rebalancing, and the ability to make changes to their accounts on the go.
Whether you are just beginning your investment journey or are building wealth in your working years, Ascent gives you access to trusted guidance and simplified investment management.
In this article, you will hear from two of our financial advisors at Mach 1 Financial Group who work closely with our Ascent investors - Nick McKenney and Graham Funderburk. They will answer some of your frequently asked questions in this quick read:
“As an advisor, what do you think is the biggest perk of investing on the Ascent platform with Mach 1?”
“A myth we see people believing is that they don't have enough money to start investing,” says Nick McKenney, Financial Advisor at Mach 1 Financial Group. “Ascent gives anyone the ability to get invested, as there are no minimums when opening an Ascent account.”
“You can control your own funds,” says Graham Funderburk, Financial Advisor at Mach 1. “You can make changes to your accounts on your own while having access to the Mach 1 team if you ever need help.”
“What are some features I would enjoy while using Ascent?”
Ascent is a user-friendly, self-service platform that acts as a snapshot of your financial life. Simply link your existing accounts to view the bigger picture!
“Ascent clients who link all of their accounts can see those financials in one centralized platform. This is a simplifying feature many of our Ascent families have come to enjoy!” says McKenney.
Along with making informed choices by being able to see accounts at a glance, Ascent makes it easy for investors to deposit, withdraw, and make changes to multiple accounts on the go.
“What types of investments are available to me through Mach 1 Ascent?”
Ascent users have access to a wide variety of investments through Mach 1 Financial Group.
No two investors are alike. The Mach 1 Financial Group investment team intentionally picks ETF strategies appropriate for the many different types of investors using Ascent.
“Whether you consider yourself 'conservative', 'aggressive', or somewhere in between, Ascent offers a wide spectrum of investments ranging from fixed income to full equity models,” says McKenney.
“Your portfolio makeup could be 100% stocks, 100% bonds, or any other combination you want…” remarks Funderburk. “Based on your risk tolerance, Ascent offers a wide variety of investment options and portfolio allocations.”
“What reporting is available to me as an Ascent user?”
Ascent investors can easily view their investment performance, tax documents, monthly statements, and more under the "Performance" and "Documents" tabs within the Ascent platform.
When needed, users have access to important documents that they will need promptly, like tax documents, cost basis snapshots, or capital gains reports.
When in doubt, Ascent users have communication access with their Mach 1 advisor via phone or email!
“If I am interested in opening an Ascent account through Mach 1 Financial Group, how do I get started?”
Beginning your investment journey through Ascent is designed to be straightforward and convenient!
It all starts with a 15-minute phone call where your Mach 1 Financial Group advisor will ask questions to better understand your unique circumstances, concerns, and goals.
If Ascent is a good fit for your needs, a Mach 1 advisor will begin the seamless "account opening" process for you.
“Your advisor will guide you as you either transfer, rollover, or deposit funds into your account. Once your funds are deposited, they will be invested into the investment model that best suits your risk tolerance,” explains McKenney.
“What will communication with a Mach 1 advisor look like as an Ascent investor?
Ascent is a fully-digital platform, but users will have access to a Mach 1 advisor via phone and email at any time.
We know the importance of checking in with you regularly. Ascent users also enjoy a yearly in-person or virtual planning session with their advisor to be sure their investments pivot with them as life circumstances and goals change.
“What would I be able to expect from my yearly planning session?”
This meeting can be as simple as a quick review of your investments, or you can walk through in-depth planning strategies alongside your dedicated Mach 1 advisor.
“Your planning session will be a total account review,” says Funderburk. “In this touchbase, we will go over your plans for the coming year and make any changes needed within your portfolio.”
As always, your Mach 1 advisor is just a phone call or email away if you need any assistance with your accounts.
“Ascent serves a myriad of families,” McKenney states, “all in potentially different stages of their investing journey.”
Some of our younger investors are looking for an opportunity to get started in the investing world, but might have been turned away elsewhere due to minimum investing requirements. Ascent allows anyone the opportunity to start with a no-minimum point of entry.
“Ascent is a great place for the younger generation to begin investing,” Funderburk says. “They can have access to a professional advisor team that requires no minimum investment and won’t overwhelm them with services they don’t yet need.”
Investors of any age may prioritize simplicity. If you don’t need extensive planning, Ascent is a way to invest in models carefully chosen by the Mach 1 team, without meeting more regularly than you need to.
No matter your stage of life or investing priorities, Ascent was designed to focus on simplicity and ease of use.
“Whether you’re just beginning your investment journey or are building wealth in your working years,” Funderburk concludes, “Ascent is a streamlined solution for families looking to invest in their future.”
Ready to begin your investing journey on Ascent by Mach 1 Financial Group? Book your 15-minute introductory phone call today: https://mach-1financial.com/
(479) 876-2100 | www.mach1fg.com | 1001 S 52nd Street, Suite #100, Rogers, AR 72758
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