Broker Check

Do My Investments Reflect My Values?

Are You Ready To Discover the Truth About Your Investments?

You’ve been a prudent investor.  You have money saved in a 401(k), an IRA, mutual funds, ETFs and other investments.

But are the companies held in those funds profiting from manufacturing abortion drugs, selling pornography, promoting gambling and tobacco to young people, using slave labor in their supply chains?

How would you know?

How do you uncover the moral value of your portfolio?

Through the resources of our Registered Investment Advisor firm,  OneAscent, we can provide an analysis of your investments. OneAscent uses robust analytic technology to plug in your investment ticker symbols and produce easy to understand reports that show you everything you ever wanted to know (and everything you NEVER wanted to know) about the moral issues in your portfolio.

Many advisers have no idea that there is a major moral dilemma present in the portfolios they manage.

At Hampton Square Wealth Management, we want you to know for sure where your money is really invested.

working with great people to better serve you

working with great people to better serve 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?"

Through OneAscent, we can offer you:

  • Transparent, values-aligned investment choices and 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.

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Thank you!