About OneAscent Investments


We manage a variety of values-based investment 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.

Learn More About OneAscent

Our Investing Philosophy

 

Values-Based

We believe aligning your investments with your values is a wise approach to investing.

 

Long-Term

We maintain a long-term focus both in investment analysis and management of our business.

 

Globally Diversified

We invest across multiple markets and asset classes to mitigate risk and enhance potential long-term return.

OneAscent at a Glance

 

Founded in 2017

 

Based in Birmingham, AL

 

$1.2 billion in assets under advisement as of September 30, 2021

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Find a solution that's right for you.
Our turnkey models encompass a wide range of investment objectives designed to help investors reach their personal financial goals.

 

Build your own unique allocation.
Our separately managed accounts offer low-cost, tax-efficient solutions in a variety of size, style, and geographic asset classes.

 

Maximize your retirement savings.
Our target date portfolios allow investors the freedom to choose between values-based and traditional investments in their 401(k) or 403(b)(9) church plan.

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.