Improved Resources and Service for Our Clients
A New Partnership With OneAscent
We are excited to announce another step forward in the growth of our company. As we continually strive to find ways to better serve you, our client, we have decided to affiliate with OneAscent Financial Services, LLC, an Independent RIA (Registered Investment Advisor). You may be wondering, "What does that mean for me?" An independent RIA provides some key benefits to us and our relationship:
- Allows greater flexibility to customize our service to your specific needs.
- Provides improved tools and technology enhancing the overall client experience.
- Provides us better investment solutions which will reduce costs and help us serve our client's needs in a more efficient/effective way.
OneAscent will be replacing Insight Private Advisors as one of our compliance arms, as Insight has decided to exit the supervisory role with independent advisors. As an Independent RIA, OneAscent has the ability to choose any number of custodians such as TD Ameritrade, Schwab, SEI, or Fidelity. After extensive research, we've chosen to continue with Charles Schwab & Co. and SEI to custody and report on all accounts. Though, on the surface, you will see very minimal changes to your accounts, the benefits of operating under an Independent RIA will be evidenced in the increased level of service, the additional offerings available, and in our ability to reduce costs.
Nothing of importance changes in our relationship, except our back office, name, and the colors on the statement.
We're excited about this new step and know you will be too.