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Will Sorrell
Director Of Values-Based Investing at Oneascent Investment Solutions
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Work Experience
Feb 2021 - Present · 3 years and 10 months
Director Of Values-Based Investing
Feb 2023 - Present · 1 years and 10 months
Investment Solutions Manager
Feb 2021 - Jan 2023 · 1 years and 11 months
Credit Products Analyst
Jan 2020 - Jan 2021 · 1 years
Company Details
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
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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
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