Investing
Empowering advisors to facilitate values-aligned investments
Many faithful stewards have a problem that you can help solve. They lack fundamental information and guidance about how to align their investments with what they value, and they may be concerned that a choice to do so means sacrificing financial returns.
They are looking for an advisor who will help them. They are looking for you.
OneAscent offers faith-based, research-informed, and carefully-managed investment solutions for advisors to build portfolios for their clients that pursue their financial goals and align with their values.
OneAscent Founded
Investment Professionals
Avg Years in Industry
Total Assets ($b)*
Strategies Managed
Address an unmet need
of Christians have never discussed values-based investing with their advisors.
of Christians want to align their investments with their values.
of Christians are willing to switch to another advisor who offers investments that resonate with their values.
Diverse and impactful investments into public and private markets
We believe that good investments deploy resources into good businesses. Not every worthy, growing company is publicly-traded. However, without resources and experience beyond what many advisors can access on their own, the options they provide their clients are limited.
That’s why OneAscent offers intentionally-managed options in both private equity and on the public exchange. We help our advisor partners to curate diverse portfolios for their clients that match their risk tolerances, milestones, objectives, and intended impact.
We offer the tools and support you need
It is part of our core purpose to equip you with everything you need to focus on your highest and best use: serving your clients. We offer vetted funds and portfolios to save you time and increase the impact of your recommendations.