WHAT WE DO
Investing that elevates
We empower investors to align their wealth with their values by developing investment solutions designed to help them reach their financial goals.
companies whose products or practices cause harm
companies to identify those that meet our investment objectives
companies that make the world a better place
WHO WE SERVE
|Pensions & Retirement Plans
|Endowments & Foundations
Data is as of December 31, 2023.
We make values-based investing simple and straightforward for financial advisors.
Add our values-based ETFs to your existing portfolios.
US Large Cap
Core Plus Bond
Design your own models using our values-based sleeves.
4 Direct Index Sleeves
7 Active Equity Sleeves
5 Multi-Asset Sleeves
Scale your business with our values-based turnkey models.
33 Models for every risk tolerance, account size, and client type
Expand your capabilities to serve new clients.
Private Market solutions for HNW clients
Target Date Funds for qualified retirement plans
OneAscent Investment Solutions LLC (“OneAscent”) was formed in March 2017, and manages a variety of equity, income and balanced asset strategies for client accounts. OneAscent is an investment adviser registered with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply any certain degree of skill or training. OneAscent’s Form ADV Part 2A is available on its website, www.oneascent.com, or the SEC’s website, at www.adviserinfo.sec.gov, or by contacting the firm. Please consult OneAscent’s Form ADV Part 2A for information regarding account minimums and fees.
This material is intended to be educational in nature, and not as a recommendation of any particular strategy, approach, product or concept for any particular advisor. These materials are not intended as any form of substitute for individualized investment advice. The discussion is general in nature, and therefore not intended to recommend or endorse any asset class, security, or technical aspect of any security.
The strategy is not necessarily appropriate for any particular client or investor. Accordingly, any reader of the attached description should not interpret the attached as investment advice. All investments bear a risk of loss, including the loss of principal that the investor should be prepared to bear. The use of any chart or graph in the attached is not intended to be viewed as a singular aid in determining investment strategy. Such visual aids are instead intended as a complement to other data, and like such other data, should be considered in light of consultations with professional investment tax and legal advisors. Past performance may not be indicative of future results. No current or prospective client should assume that the future performance of any specific investment, investment strategy (including investments and/or investment strategies recommended by the adviser), will be equal to past performance levels. Indices are reported to give a point of comparison only. An investor may not invest directly in an index. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will l either be suitable or profitable for a client’s investment portfolio.