- 969 Pine Street Grand Rapids, MI 49503
- Finance@horizonascendtrust.com
At Horizon Ascend Trust, we are more than just wealth managers; we are your partners in achieving lasting financial well-being. We believe in a holistic approach to wealth management that goes beyond simply growing your assets. Our focus is on understanding your unique financial goals, aspirations, and values, and then crafting a personalized strategy to help you achieve them.
We develop and manage customized investment portfolios tailored to your specific risk tolerance, time horizon, and financial objectives
Strategic Goals
In October 2004, the primary focus was on establishing a strong foundation for the company. Key strategic goals included securing initial funding to support early development efforts, assembling a core team of talented individuals, and validating the company's core value proposition through market research and early customer interactions.
Resource Allocation
May 2007 saw a significant shift in focus towards optimizing resource allocation. Key initiatives included a comprehensive review of existing resources, identifying areas for improvement in efficiency, and implementing strategies to maximize the impact of available resources. This period marked a crucial step towards sustainable growth and operational excellence.
Performance Metrics
This period focused on a comprehensive review of key performance indicators (KPIs) across all departments. Data analysis and reporting were refined, providing valuable insights into customer satisfaction, operational efficiency, and overall business performance. These metrics served as a foundation for strategic decision-making and informed subsequent business development initiatives.
Stakeholder Engagement
July 2024 will be dedicated to strengthening relationships with key stakeholders. This crucial phase will involve active participation in industry conferences and networking events to expand our professional network. We will also initiate targeted outreach programs to connect with potential clients, including high-net-worth individuals, family offices, and financial advisors. These efforts aim to build strong and lasting relationships with our target audience and position Horizon Ascend Trust as a leading provider of wealth management solutions.
At Horizon Ascend Trust, we are guided by a set of core values that underpin all our interactions and decision-making. These values include:
Horizon Ascend Trust has consistently demonstrated a commitment to excellence, achieving significant milestones throughout its history. We have a proven track record of successfully guiding clients towards their financial goals, building strong client relationships, and delivering exceptional results.
Horizon Ascend Trust employs a sophisticated suite of tools and techniques to deliver exceptional wealth management services
At Horizon Ascend Trust, we believe in demonstrating the tangible impact of our financial guidance. We meticulously track our clients' financial progress and provide clear, concise comparisons of their financial position before and after engaging with our services.
"I am Melissa Erin, CEO of MBF Miners, a leading Gold and Diamond Exchange hub in UAE. I recently experienced a significant financial loss due to a sophisticated online scam. The impact was devastating, threatening to derail years of hard work. Horizon Ascend Trust was instrumental in helping me recover a substantial portion of the stolen funds. Their expertise in navigating complex international legal and financial landscapes, coupled with their unwavering commitment to their clients, was truly remarkable. I am incredibly grateful for their diligence and professionalism. I highly recommend their services to anyone facing a similar situation."
Guiding you towards a prosperous future. We help you build a secure financial foundation for yourself and your loved ones.
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