Manage Wealth
Creating comprehensive strategies that align with your values
Stewarding your wealth requires a series of careful decisions, plans, and pivots as you near milestones and respond to changes in the market. Every detail and choice should work in concert to support your values, goals, and dreams.
OneAscent’s Family Offices bring simplicity and purpose to your wealth management. We unify your planning, investments, and giving, and then guide your decision-making to align with what matters most.
OneAscent’s Family Offices bring simplicity and purpose to your wealth management. We unify your planning, investments, and giving, and then guide your decision-making to align with what matters most.
Our Approach to Managing Wealth
We provide the research and expertise needed to ensure that your investments–both into private and public markets–align with what you value for the greatest possible impact.
Your outsourced Chief Investment Officer (OCIO) will help to streamline your estate, tax, and investment planning all while advancing your goals and values.
Offering comprehensive planning and goal-based strategies
Our team works to bring clarity, confidence, and contentment to your financial goals and dreams, and then we build an investment strategy to fit your unique needs. We will adjust over time to meet changes in the market and in your personal or family dynamics.
Bringing clarity and simplicity
Our investment office makes it possible for you to focus energy and resources on the things that matter most: your family, mission, philanthropic outreach, and core business activities. We seek to streamline your organization’s processes and provide functional clarity.
Recommending faith-based, values-aligned investments
Leveraging experience in public and private markets, we ensure your investments reflect your faith-aligned principles.
Our proprietary approach to Values-Based Investing, called Values-Aligned Investing, integrates with our broader strategic framework to bring your investing and giving together for a greater impact.
Our proprietary approach to Values-Based Investing, called Values-Aligned Investing, integrates with our broader strategic framework to bring your investing and giving together for a greater impact.
Outsourcing investment management
Our OCIO team for your legacy
Our outsourced chief investment offices (OCIO) team is led by Phil Shaffer; Shaffer brings more than 40 years of experience managing assets for institutional and family office investors.
Shaffer was previously a managing director at Morgan Stanley Wealth Management, where he co-founded Graystone Consulting. At Graystone, Shaffer was repeatedly recognized by Barron’s as one of the top 100 financial advisors and one of the top 10 institutional consultants in the United States.
Shaffer was previously a managing director at Morgan Stanley Wealth Management, where he co-founded Graystone Consulting. At Graystone, Shaffer was repeatedly recognized by Barron’s as one of the top 100 financial advisors and one of the top 10 institutional consultants in the United States.
“After decades in the institutional investment world, I’ve seen what excellence looks like. At OneAscent, our Outsourced CIO service combines institutional-quality investment management with a faith-driven framework—something truly unique in the industry.”
Phil Shaffer, CIMA®
Senior Lead Advisor and Director of Institutional Services
Our outsourced chief investment officer (OCIO) services deliver professional oversight and
management. We optimize your financial resources, leverage industry-leading expertise from
firms like Callan and Hamilton Lane, and develop approaches to grow and preserve your giving
vehicles’ resources for sustained impact.
What is your family’s ideal financial future?
Our Family Offices team is here to streamline your family’s goals, strategies, and tactics to reach your ideal financial future.