Clients seek you out because of the goals you reach together.
Empower them to get results by investing in what they value most.
We share your deep desire to achieve positive outcomes and impact the Kingdom—without compromising on either of those fronts.
We give you an open-architecture platform as well as world-class, turnkey solutions that combine a disciplined investment process and a commitment to values-based investing.
We make values-based investing simple and straightforward.
In addition to the funds and strategies available at your custodian, we provide access to professionally managed, values-based solutions.
Custodian Selection/Integration
Select and integrate the custodian of your choice, such as Axos, Schwab, and Fidelity.
Access to TAMP
Free up your time and sharpen your focus by plugging into our Turnkey Asset Management Program.
Market Commentary
Get clear, engaging market news delivered to your inbox each week.
Market Research
Our team of experienced professionals implements proprietary technology and processes to generate specialized analysis.
Manager Due Diligence
We find and compile best-in-class managers using our structured, specialized manager selection process.
Proposal Generation
Create compelling investment proposals tailored to your clients' financial goals and risk tolerance using our exclusive Align tool.
Large Case Design
Work with our team to design customized and effective solutions that align with the specific needs of high-value clients.
Turnkey Model Portfolios
Implement professionally managed turnkey models, including the values-based OneAscent Investment Solutions, as well as other best-in-class 3rd party models.
TAMP Costs
Optimize operational efficiency and maximize value for you and your clients.
Trading Support
Enhance trade execution efficiency and decision-making processes with sophisticated technological tools and personalized support.
Portfolio Maintenance
Ensure portfolio integrity with proactive adjustments and strategic rebalancing to align with client objectives and market conditions.