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.

OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States.

 

OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your unique personal needs into a customized strategy. Our comprehensive suite of solutions help you align your Planning, Investment, and Stewardship decisions with what you value most.

 

OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values-Aligned, Kingdom-Driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting – guiding and caring for the clients entrusted to them.

 

OneAscent Investment Solutions manages a variety of Values-Based Investing strategies designed to help investors live aligned with what they value most. Our broad suite of investment solutions include Turnkey Models, Individual Strategies, and Retirement Portfolios that combine a disciplined investment process and a commitment to Values-Based Investing.

 

OneAscent Capital seeks to invest in people who can have a meaningful and positive impact on humankind and who are aligned with our Christian values. The investment process strives to be thoughtful, proactive, and best-in-class in all phases of identification, evaluation, commitment, and shepherding.

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.investments.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 or client. Before participating in any investment program or making any investment. clients as well as all other readers are encouraged to consult with their own professional advisers, including investment advisers and tax advisers.