OneAscent Investment Solutions Email Format

Investment ManagementAlabama, United States11-50 Employees

OneAscent Investment Solutions operates in the investment management sector, offering a range of values-based investment approaches designed to help investors align their portfolios with what they value most. Its offerings include Turnkey Models, Individual Strategies, and Retirement Portfolios, each built around a disciplined investment process paired with a commitment to values-based investing. The firm is based in Birmingham, Alabama, and serves clients seeking investment solutions that reflect their core priorities.

Investment advisory services are provided through OAIS, LLC, an adviser registered with the U.S. Securities and Exchange Commission; OAIS may transact only in states where it is registered or exempt from registration, and its online materials are intended for general information rather than personalized investment guidance. In March 2025, OneAscent Wealth Management, LLC acquired Excellence in Giving, LLC, marking a strategic development for the company.

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