Investment Solutions

Diverse options for all stewards to invest according to their values

Because businesses impact the world in powerful ways, we believe all stewards are called to invest intentionally.

OneAscent’s investment solutions are designed to equip financial advisors, individuals, families, family offices, and institutional investors with the tools and strategies they need to align their portfolios with their values without sacrificing their financial goals.
Do your investments align with what you value?
Find out

Investing with OneAscent

Our values-aligned investment process strives to be thoughtful and proactive in all phases of identification, evaluation, commitment, and shepherding.
About Values-Aligned Investing
We have crafted both public and private market investment strategies for advisors and investors to achieve their financial goals while deploying capital into businesses that have a positive impact.
Private Markets
Public Markets

Public Market Solutions

We offer diverse options in public markets, ranging from the simplicity of turnkey models and target-date funds to exchange-traded funds (ETFs) and separately-managed accounts (SMAs). All of our strategies are rigorously chosen, personally-managed, and aligned with biblical values.
  • Exchange-Traded Funds (ETFs)
  • Direct Index SMAs
  • Target Date Funds or Collective Investment Trusts (CITs)
  • Risk-Based Model Portfolios
  • Individual Strategies or Separately-Managed Accounts (SMAs)
  • Component Models (Multi-Asset Class)
Learn more

Private Market Solutions

OneAscent makes private equity investing accessible to every investor for four reasons:
Enhanced return potential
Access to innovative companies with high-growth potential
Increased diversification benefits
Direct opportunities for positive impact
Our private market solutions include:
  • Private market funds
  • Interval funds
  • Private placement opportunities
  • Private real estate
Private market funds
Interval funds
Private placement opportunities
Private real estate
Learn more

Do your investments align with your values?

Find Out