ASCEND Intelligent Portfolios

Client Centered

With innovative technology backed by our team of investment advisors, Hochman Cole's ASCEND Intelligent Portfolios is designed to help you make intelligent decisions that align with your specific financial objectives. 

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How Does It Work?

The portfolio allocation selected for you is carefully constructed by the ASCEND Intelligent Portfolios investment team at Hochman Cole.  As your advisory firm, we'll work with you to identify the right portfolio for your needs, and ensure it continues to help you achieve your financial goals.  ASCEND Intelligent Portfolios is an automated investment management service sponsored by Schwab Wealth Investment Advisory that helps us automatically re-balance your investment portfolio using Institutional Intelligent Portfolios™.  

    ASCEND Helps You:

  • Manage Rollover Assets
  • Plan for upcoming expenses
  • Save for something special
  • Prepare for the unexpected
  • Build long-term wealth

    You Benefit From:

  • A holistic view of your finances 
  • Access to Hochman Cole Advisors
  • Low-cost portfolio management
  • Automatic Rebalancing 
  • 24-hour access from any device
  • A simple and paperless process
We Carefully Construct Each Porftolio

We Carefully Construct Each Porftolio

You gain peace of mind knowing that every investment option has been thoroughly vetted and is consistently monitored.   

Your ASCEND Intelligent Portfolios investment team brings you a broad base of expertise. Our breadth and depth of industry knowledge powers our investment process and drives every investment decision. 

Meet Your Investment Team

Low Fees

Hochman Cole charges a 12 basis point (0.12%) quarterly investment advisory fee (0.48% annually). At this time, there are no other program fees. Clients must meet the requirements of Charles Schwab & Co and fund their accounts with a minimum of $5,000.

Fiduciary Standard

Honesty and integrity are ingrained in our culture. As a SEC-registered investment advisor, we are held to the strictest fiduciary standard designed to ensure your needs always come first. 

Get Started - It's Simple!

Simply follow the steps below and you will be on your way to taking control of your financial future. 

  1. Use the link below to get started. When prompted, you will need to input the Advisor Program Key: TC31
  2. Answer a few questions to determine your risk profile. 
  3. Review you recommended portfolio.
  4. Complete the account opening process, including Advisory Agreement and Funding. 

Once you have completed the steps above, and before your money is invested, Hochman Cole will review your selected portfolios and recommend adjustments if necessary.

Let's ASCEND!   Advisor Program Key: TC31

Advisory services offered by Hochman Cole Investment Advisors, Inc., Inc. (HCIA), an SEC-Registered Investment Advisor.  Advisory Fees are described in Hochman Cole Investment Advisors, Inc.’s Part 2A of the Form ADV.  HCIA provides ASCEND Intelligent Portfolios through Schwab Performance Technologies ® (“SPT”) (the “Platform”), an automated online investment management platform used by independent investment advisors. Through the Program, HCIA offers clients a range of investment portfolios. HCIA constructs and manages each portfolio consisting of a portfolio of exchange traded funds (“ETFs”) and a cash allocation. Client portfolios are held in a brokerage account opened by Client at SPT affiliate, Charles Schwab & Co., Inc. (“CS&Co”). CS&Co undertakes all brokerage responsibilities, including but not limited to, transaction execution, settlement of trades, custody of assets, account protection, money transfer and delivery of custodial statements. HCIA is independent of and not owned by, affiliated with or sponsored or supervised by Schwab Performance Technologies ® , Charles Schwab & Co., Inc., Charles Schwab Bank or any of their affiliates (collectively, “Schwab”).