Oneascent Investment Solutions

Investment Management, Other Investment Pools and Funds, Finance and Insurance · 2 Employees
Phone Number: info@oneascentwealth.com
Email Address: info@oneascentwealth.com
  • Overview
  • Employees
Access 13 Verified Employees Profiles for Oneascent Investment SolutionsUnlock Free Contacts Now
About
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.
Year Founded
--
Social Media
Linkedin
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
23 Inverness Center Pkwy Birmingham, Alabama 35242, US
Keywords
wealth managementmanagement retirement planningtax and estateplanning investment managementretirement planning estateplanning legacy coachingclass financial solutionsretirement portfolioslegacy coaching
Location
  • 23 Inverness Center Pkwy Birmingham, Alabama 35242, US

Email Formats

Sign up for free credits and discover verified email addresses of Oneascent Investment Solutions
FormatExamples
first + last
andywarhol@oneascent.com
first_initial + last
awarhol@oneascent.com
first + last_initial
andyw@oneascent.com
first
andy@oneascent.com
last
warhol@oneascent.com
Get Verified Emails for 13 Oneascent Investment Solutions Employees

Frequently Asked Questions

Learn More about Oneascent Investment Solutions

Similar Companies

Investment Management, Other Investment Pools and Funds, Finance and Insurance

Get key business info for Oneascent Investment Solutions and other 100M companies. Start your seach.

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.