Ascendant Funds White Paper

 

 

March 2013  
Terror Free Investing: One advisor’s quest to take divestment to the masses Patriot Fund
Read how Mark Langerman, a Scottsdale based Registered Investment Advisor and the son of a Holocaust survivor, transformed his wealth management practice in 2006 to focus on Terror-Free Investment management.  Learn about the ramifications of US public companies operating in countries like Iran and North Korea and how these actions not only support terrorism but can create global security risk in your clients’ portfolios. Also learn about how other sophisticated investors – including state pension plans and endowments – have chosen to rid their portfolios of these “terror-related” securities.

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