Impact Investing And You
We are always searching for ways to better serve our clients. In 2019, that search led to OneAscent Financial Services, LLC, an Independent RIA (Registered Investment Advisor) in Birmingham. Alabama.
You may be wondering, "What does that mean for me?"
An independent RIA provides some key benefits:
- Greater flexibility to customize our service to your specific needs.
- Improved tools and technology, enhancing the overall client experience.
- Proven sector-specific portfolio managers who actively source companies that you would be proud to own.
- Investment solutions which help us serve our client's needs in a more efficient and effective way.
Through OneAscent, we can offer you transparent, values-aligned investment choices.
By intentionally investing in companies that are making a positive difference, you can impact the world.
Join us!
Take a few minutes to watch this video interaction with Scott & Jan and OneAscent.