Our turnkey models encompass a wide range of investment objectives designed to help investors reach their personal financial goals.
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 account sizes using a mix of investment vehicles to optimize for cost and tax-efficiency.
The Equity models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 90% to 100% allocation to equities. Select a minimum investment size to learn more.
The Growth models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 70% to 90% allocation to equities. Select a minimum investment size to learn more.
The Moderate models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 50% to 70% allocation to equities. Select a minimum investment size to learn more.
The Conservative models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 32% to 48% allocation to equities. Select a minimum investment size to learn more.
The Preservation models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 15% to 25% allocation to equities. Select a minimum investment size to learn more.
