Turnkey Asset Management

Differentiate your business.

OneAscent is committed to leading the way with turnkey asset management solutions. Our UMA and Mutual Fund platforms feature strategic relationships with top money managers to provide you with innovative offerings that stand out in the industry.

Custom Solutions

From UMA’s to Mutual Funds, our investment management solutions provide the full spectrum of options, so you can meet your clients’ needs.

Investment Solutions

Model Portfolios
Our investment committee crafts turnkey asset management solutions that allow you to advise clients regarding conservative, moderate, or aggressive investment strategies.
Investment Solutions Leading Management
We’re proud to be partnered with knowledgeable investment managers and believe they can create the right investment mix for your clients.

Values-aligned

VBI Client Surveys
We take the time to evaluate and define our clients’ values. After they complete the survey process, we’ll understand the scope of their values and start filtering investment options accordingly.
VBI Value Filters
The survey allows us to filter investment options based on our clients’ values. Once irrelevant investment options have been filtered out, we can start designing an investment strategy that aligns with their beliefs.
Our investment committee crafts turnkey asset management solutions that allow you to advise clients regarding conservative, moderate, or aggressive investment strategies.
We’re proud to be partnered with knowledgeable investment managers and believe they can create the right investment mix for your clients.
We take the time to evaluate and define our clients’ values. After they complete the survey process, we’ll understand the scope of their values and start filtering investment options accordingly.
The survey allows us to filter investment options based on our clients’ values. Once irrelevant investment options have been filtered out, we can start designing an investment strategy that aligns with their beliefs.
OAS-Animation-UMA

Value for you and your clients.

Our solutions help you attract and retain clients of any size.

Each of our solutions utilize a Turnkey Asset Management Platform (TAMP), making it easy to implement and scale. Asset allocations and investment managers are selected by our investment committee for each model portfolio, and a uniform screening process is implemented at both firm and advisor levels.

The Unified Management Account (UMA) solution equips you to serve high net worth clients by helping you actively manage taxes, customize portfolios, and provide lower management costs.

Through our Mutual Fund solution, we offer appropriate diversification for smaller accounts. With billions under management, our fund managers have experience strategically piecing together portfolios and searching for opportunities that help your client’s fund outperform its benchmark.

By integrating with the planning process, our portfolio management aligns with your clients’ personal and financial aspirations.

The Financial Scorecard keeps the primary benchmarks for portfolio reviews based on your client’s unique goals and objectives.

The Investment View Finder elegantly simplifies the portfolio and allocation analysis.

Values aligned, Kingdom-driven investing is not a niche offering. It’s who we are and what we do.
Let's discuss our solutions today.
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