Investment Management
Money is a tool. Are you using yours to advance your life’s purpose?
Many people unknowingly invest in companies whose products or practices conflict with their values. OneAscent Wealth’s proprietary approach to values-based investing helps us identify what you value most and understand your financial goals. Our asset managers ensure you live well and finish well by investing in companies that share your values and do business with integrity.
Together we’ll build an investment strategy that helps you accomplish your goals and live life aligned.
Experienced Portfolio Managers
OneAscent Wealth’s wealth managers have decades of experience helping high-net-worth clients design and implement strategies to accomplish their financial goals. Our experienced team of investment managers will work with you to:
Unpack what’s most important to you
Understand your investment experience
Define your expectations for the future
OneAscent uses proprietary technology to screen more than 62,000 companies. Your investment manager will identify companies that do and don’t align with your values and tailor your investment strategy accordingly. Read more about our screening process here!
Your Current Investments May Not Align With Your Values
Most people invest a significant portion of their investments in mutual or target date funds. These are pooled investments, meaning you are an investor in companies you might not even know. Many fund managers look only at expected returns, and their chosen companies may not align with your values.
For example, dozens of companies in the S&P 500 Index profit from tobacco, gambling, abortion, or pornography. These are industries that our clients frequently want to avoid.
OneAscent Wealth can implement a values-based solution to accomplish your investment goals.
Do Well By Investing In Companies That Do Good
OneAscent Wealth’s portfolio managers implement values-based solutions to accomplish your financial goals. Our proprietary tool identifies companies that:
- Meet a need
- Generate sustainable profit
- Provide positive returns
- Bless humanity
Some of these companies promote global access to education. Others engage in internet safety, protect life, or back research centers built for curing diseases. All are selected because they will likely generate sustainable profit and positive returns for long-term value. From this pool of qualified companies, we choose solutions that invest in companies that fit your values, financial goals, desired risk level, and other market factors.
A values-aligned investing strategy gives you confidence and clarity to grow wealth without compromising your values or returns.
Find An Investment Manager Near You
OneAscent Wealth financial advisors strive to equip you with investment tools and knowledge so that you can make financial choices that maximize returns while aligning with your values. OneAscent Wealth investment managers provide values-based investment planning for clients nationwide from our offices in: