Click the link below to read the weekly investment update:
OneAscent Investment Solutions
投资管理
Birmingham，Alabama 347 位关注者
Values-Based Investment strategies designed to help investors live aligned with what they value most.
关于我们
OneAscent Investment Solutions manages a variety of Values-Based Investment strategies designed to help investors live aligned with what they value most. Our broad suite of investment solutions include Turnkey Models, Individual Strategies, and Retirement Portfolios that combine a disciplined investment process and a commitment to Values-Based Investing. Investment advisory services offered through OneAscent Investment Solutions, LLC (“OAIS”), an investment adviser registered with the United States Securities and Exchange Commission. OAIS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAIS’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 OAIS 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.
- 网站
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https://investments.oneascent.com
OneAscent Investment Solutions的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Birmingham，Alabama
- 类型
- 私人持股
地点
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主要
获取路线
23 Inverness Center Pkwy
US，Alabama，Birmingham，35242
OneAscent Investment Solutions员工
动态
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Click the link below to read the weekly investment commentary:
Weekly Investment Update November 11, 2024
investments.oneascent.com
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On this Veterans Day, we extend our deepest gratitude to the brave men and women who have served our country with courage and dedication. Your sacrifice and unwavering commitment to protect our freedoms inspire us all. Thank you to the veterans within our community and across the nation. We are forever grateful for your service!
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Click the link below to read the monthly investment commentary:
Monthly Update - November 2024
investments.oneascent.com
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We're thrilled to share that OneAscent Investments has surpassed $500 million in our suite of ETFs! ?? Since launching our first fund in 2021, we've been dedicated to creating and managing values-based investments that align with what matters most to our clients. OneAscent Investments has also reached $1.6 billion* in total assets across our diverse range of investment solutions, including turnkey models, individual sleeves, ETFs, direct indexing sleeves, and target date funds. Our disciplined process, paired with a commitment to values-based investing, sets us apart and drives our success! *Total assets defined as assets under management as well as assets under advisement for models maintained by OneAscent Investments as of 9/30/2024
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Thank you to those who were able to join us for our Quarterly Market Update webinar on Tuesday. If you were unable to join, click the link below to watch the replay and receive timely market commentary. https://bit.ly/48f6UZS
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Join us today at 10am CT to hear Cole Pearson and Nathan Willis, CFA, CAIA discuss portfolio positioning and timely market commentary. Register here: https://lnkd.in/eTbN_9BX
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We are excited for our Quarterly Market Update Webinar, Tuesday, October 22nd. Click the link below to register today to get timely market commentary and an outlook on portfolio positioning and performance. https://lnkd.in/eTbN_9BX Cole Pearson Nathan Willis, CFA, CAIA
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Our team would like to recognize Lea Anna Hartman, CIMA?, CRPS?, AIF? and Tom Mueth, CIMA?, CIMC? as they celebrate their work anniversaries with OneAscent! Your hard work, dedication, and commitment to our mission have made a lasting impact on our clients and colleagues alike.
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OneAscent is proud to announce its hiring of Peter Klingelhofer, CFA as Director of Research and Senior Portfolio Manager!? ? "We’re thrilled to be adding Pete to the team,” said President of Investment Solutions Cole Pearson. “His industry and investment experience combined with a deep commitment to our mission will undoubtedly continue to propel us and the values-based investing movement forward.”? ? Read more here: https://lnkd.in/enDYwTkW??
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