Advisors often get stuck spending too much time on portfolios when that's not their highest and best use as an advisor. What if you could leverage specialized portfolio managers and free up your time to guide clients through life’s biggest challenges and opportunities? And what if every Turnkey option was thoroughly screened to help you align your clients values with their investments?
OneAscent's Turnkey Models are values-aligned options, with a range of risk profiles and asset mixes to meet any investor’s needs. You can sleep well, knowing you have given your client’s access to sound, values-aligned investments. The OneAscent Turnkey Models are offered in three investment styles using a mix of investment vehicles to optimize for cost and tax-efficiency.