Legal Disclosure
OneAscent, LLC
WEBSITE “LEGAL DISCLOSURE”
OneAscent Financial Services LLC, OneAscent Wealth Management LLC, OneAscent Family Office LLC, OneAscent Investment Solutions LLC, OneAscent Capital LLC (collectively, “OneAscent”) are each an SEC registered investment adviser located in Birmingham, AL. OneAscent transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. OneAscent’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of OneAscent’s web site on the Internet should not be construed by any consumer or other individual as a solicitation to effect, or attempt to effect transactions in securities, or render personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by OneAscent with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of OneAscent, please contact the SEC or the state securities regulators for those states in which OneAscent maintains a notice filing. A copy of OneAscent’s current written disclosure statement discussing OneAscent’s business operations, services, and fees is available from OneAscent on this website or upon written request.
Different investments carry with them different amounts of risk. Past results are not indicative of future investment performance, and there is no assurance of future success.
Certain portions of OneAscent’s website, which includes newsletters, articles, commentaries, etc., may contain a discussion of, and/or provide access to, OneAscent positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions and/or recommendations. Moreover, no client or other individual should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from OneAscent, or from any other investment professional. OneAscent is neither a law firm nor an accounting firm, and no portion of the web site content should be construed as legal, accounting or tax advice.
Rankings and recognition by unaffiliated rating services and publications should not be construed by a client or prospective client as a guarantee that he or she will experience a certain level of results if OneAscent is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past client endorsement of OneAscent. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and submitted by the recognized adviser.
No information contained on this website should be considered investment advice, and should not be considered a substitute for, personalized individual advice from OneAscent, or from any other investment professional.
Each individual agrees, as a condition precedent to his or her access to OneAscent’s web site, to release and hold harmless OneAscent, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his or her actions and/or omissions which are independent of his or her receipt of personalized individual advice from OneAscent.
WEBSITE “LEGAL DISCLOSURE”
OneAscent Wealth Management LLC (“OAWM”) is an investment advisor located in Alabama. OAWM and its representatives are in compliance with the current registration requirements of those states in which OAWM maintains clients. OAWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. OAWM’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the OAWM website on the internet should not be construed by any consumer and/or prospective client as OAWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of OAWM’s current written disclosure statement discussing OAWM’s business operations, services, and fees is available from OAWM upon request. OAWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to OAWM’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by OAWM) or product made reference to directly or indirectly by OAWM in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of OAWM’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, OAWM’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from OAWM, or from any other investment professional. OAWM is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to OAWM’s website, to release and hold harmless OAWM, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from OAWM.