About OneAscent Investments

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.

OUR APPROACH

Eliminate
Eliminate

companies whose products or practices cause harm

Eliminate
Evaluate

companies to identify those that meet our investment objectives

Eliminate
Elevate

companies that make the world a better place

WHO WE SERVE

 

Financial Advisors

 

Institutional Clients

 

Pensions & Retirement Plans

 

Faith-Based Organizations

 

Family Offices

 

Endowments & Foundations

2017

OneAscent
Founded

11

Investment
Professionals

15

Average Years
in Industry

$1.5B

Total
Assets1

67

Strategies
Managed

Data is as of June 30, 2024.
1Total assets defined as assets under management as well as assets under advisement for models maintained by OneAscent Investments as of 6/30/2024.

About OneAscent

OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, OneAscent Investment Solutions, and OneAscent Capital each make a positive impact and bless humanity through Values-Based Investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end.
Learn More About OneAscent

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.