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Our Deep Bench

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 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:

  1. Allows greater flexibility to customize our service to your specific needs.
  2. Provides improved tools and technology enhancing the overall client experience.
  3. Provides us better investment solutions which will reduce costs and help us serve our client's needs in a more efficient/effective way.

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.

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