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Impact Investing And You

Our Deep Bench

In 2019, we announced another step forward in the growth of our company.

In our quest to continually find ways to better serve our clients, we affiliated with 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:

  1. Greater flexibility to customize our service to your specific needs.
  2. Improved tools and technology, enhancing the overall client experience.
  3. Proven sector-specific portfolio managers who actively source companies that you would be proud to own.
  4. 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!


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