In 2019, we announced another step forward in the growth of our company. In our quest to continually find ways to better serve you, our client, we 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:
Through OneAscent, we can offer you transparent, values-aligned investment choices. We will actively source companies that you will be proud to own. Your managed accounts are custodied with Charles Schwab & Co. and SEI; both companies offer excellent client services and efficiency. We're really excited about this relationship and know you will be too.