Aligned Investing
Elevating businesses with a positive impact
Investing in a company makes you a partial owner, but most investors lack a clear picture of what their resources are supporting. Particularly through traditional channels, like mutual funds, investing can be a black box.
OneAscent’s investment solutions are designed to illuminate your current portfolio, eliminate what conflicts with your values, and elevate businesses that are consistent with your beliefs. We will help you do all of this without sacrificing your financial goals.
OneAscent’s investment solutions are designed to illuminate your current portfolio, eliminate what conflicts with your values, and elevate businesses that are consistent with your beliefs. We will help you do all of this without sacrificing your financial goals.
Do your investments align with what you value?
Investing with OneAscent
Our unique approach, called Values-Aligned Investing, strives to be thoughtful and proactive through three main phases:
Eliminate
companies whose products or practices cause harm.
Evaluate
companies to identify those that meet our investment objectives.
Elevate
companies whose products or practices cause harm.
The end result is an investment portfolio that has been tailored not only to reach your financial objectives–like a specific target date or risk tolerance–but also to build the Kingdom by deploying capital intentionally and impactfully
Tailored solutions in public and private markets
OneAscent guides stewards to invest in publicly-traded companies that are consistent with faith-based values and in privately-held businesses with a high potential for growth and impact.
Our private market solutions are driven by industry-leading research and management capabilities so you can rest assured that you’re standing with entrepreneurial companies worthy of your support.
Investing in your preferred future
When you invest according to your values, you’re not only financially–but also philosophically–investing in the legacy you want to pass on to the next generation.
Contact a Financial Advisor
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