Individual Strategies

Our suite of individual strategies provides low-cost, tax-efficient solutions across a broad range of asset classes. Distinct from mutual funds and ETFs, an equity model offers 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.

Explore these individual strategies to learn how you can provide tailored solutions to your clients' unique needs.