We empower investors to reach their financial goals by aligning wealth with values.
Turnkey Models
Our turnkey models encompass a wide range of investment objectives designed to help investors reach their personal financial goals.
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Individual Strategies
Our suite of separately managed accounts provides low-cost, tax-efficient solutions across a broad range of asset classes.
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Target Date Funds
The OneAscent Collective Investment Trust series combines a disciplined investment process, a commitment to values-based investing, and the simplicity of a target date approach.
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Exchange Traded Funds
Our values-based ETFs follow a rigorous investment process to produce actively managed, high-conviction portfolios that we believe positively impact the world.
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Monthly Update - November 2024
November 5, 2024 • Nathan Willis
Weekly Investment Update October 28, 2024
October 28, 2024 • Nathan Willis
Weekly Investment Update October 21, 2024
October 21, 2024 • Nathan Willis