Explore these individual sleeves to learn how you can provide tailored solutions to your clients' unique needs.
Active Equity Sleeves
Our suite of active equity sleeves provides low-cost, tax-efficient options across a broad range of asset classes. Distinct from mutual funds and ETFs, our active equity sleeves offer the benefit of custom portfolio management and direct ownership of underlying securities. We’ve combined OneAscent’s values-based investing philosophy with leading investment managers that demonstrate portfolio management expertise in their respective areas.
Our suite of multi-asset sleeves provides ready made completion portfolios whether you are developing your own models or filling a gap in a single account. These portfolios invest in third-party and proprietary ETFs or mutual funds that adhere to OneAscent's values-based screening policies.