Case Study: Flat Fee Portfolios

Evaluation

The relationship between Ascent and Flat Fee Portfolios, dates back to the inception of the program, when it existed only on the mind’s eye of Macro Consulting Group founder Mark Cortazzo. We still remember being mesmerized by his impassioned description of fixed-cost investment program and the extraordinary benefits such a program would bring to an underserved market of investors. And we must say, not only was his conference room impressive, but their hot tea options were unequaled. We were privileged to be able to help bring the dream of Flat Fee Portfolios to reality.

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