Putting Values-Based Investing Into Action

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We’ll show you how to practically implement values-based investing with your clients.

Here’s a brief look at what we’ll cover:

What values-based investing is
Why values-based investing is a wise approach
How to have conversations around values-based investing with your cliens
OneAscent's approach to values-based investing

Meet Your Presenter

Cole Pearson serves as President of Investment Solutions for OneAscent. Cole’s responsibilities include leading the asset management arm of OneAscent, overseeing the OneAscent Investment Committee, assisting with business development opportunities, and leading OneAscent’s strategic ministry efforts.

Cole-Pearson-OneAscent

Putting Values-Based Investing into Action

Wednesday, March 23 | 12pm EST | Live Webinar

We’ll show you how to practically implement values-based investing with your clients.

Here’s a brief look at what we’ll cover:

Wednesday, March 23

12pm EST | Live Webinar

Meet Your Presenter