Trent von Ahsen

Managing Partner @Cedar Point Capital Partners

Cedar Rapids, IA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2022 — Present

Managing Partner @Cedar Point Capital Partners

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Cedar Rapids, IA, US

Founder & Chief Investment Officer of an independent, fee-only fiduciary firm serving executives, business owners, and families with complex financial lives. Focus areas include portfolio construction, tax-aware planning, liquidity management, and long-term decision support.

EDUCATION

2013

Boston University

Certificate, Financial Planning

2018

The Wharton School

Certificate, Investment Management

2019

The University of Chicago Booth School of Business

Certificate, Wealth Management

2009

The University of Iowa Tippie College of Business

Bachelor of Business Administration (BBA), Finance

ABOUT TRENT VON AHSEN

I’m a fee-only, fiduciary investment adviser and Managing Partner of Cedar Point Capital Partners, an independent registered investment advisory firm based in Iowa.We work with executives, business owners, and families whose financial lives have outgrown their existing structure—often due to concentrated assets, tax exposure, liquidity events, or shifting long-term priorities.Much of my work centers on helping people think clearly about cash, portfolios, risk, and long-term decision-making in real-world conditions. I focus less on short-term market narratives and more on how thoughtful coordination—across investments, taxes, and planning—ultimately drives outcomes.My perspective is grounded in disciplined investing, practical tax awareness, and the belief that many of the most costly financial mistakes aren’t obvious in the moment, but compound quietly over time.As you may expect given my role, I am registered as an Investment Adviser Representative with Cedar Point Capital Partners LLC, a registered investment adviser. The perspectives I share here are general in nature and not intended as individualized investment advice. For more information, please

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Trent von Ahsen — Managing Partner at Cedar Point Capital Partners in Cedar Rapids, IA, US | Unifers