OneAscent Investment Solutions offers investment advisory programs, model portfolios, and asset management services primarily to other professional advisors, retirement plans, and registered funds. The firm provides four main lines of business: model portfolios distributed through overlay managers, management of collective investment trusts for retirement plans, management of registered investment companies, and acting as a third-party manager for other registered investment advisors. OneAscent Investment Solutions utilizes a values-based investing approach that screens out companies conflicting with specific ethical guidelines while elevating those that promote stakeholder flourishing. The firm offers core accounts for smaller asset tiers and elite accounts for larger portfolios, using mutual funds, exchange-traded funds, and individual securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by program. Investment models charge up to 1.00% per year. Collective Investment Trusts charge 0.40%. Registered investment companies range from 0.35% to 1.00%. Third-party managed accounts charge 0.35% for core accounts and 0.50% for elite accounts.