#United States #ETFs #Birmingham #OneAscent #values-based investing

OneAscent Investments Achieves $1 Billion in Assets Under Management

In an impressive display of growth and community trust, OneAscent Investments has revealed that its suite of exchange-traded funds (ETFs) has officially surpassed $1 billion in assets under management. This landmark achievement not only highlights the firm's expanding influence in the financial realm but also points to a significant trend among investors seeking to align their investments with their personal values.

The Significance of $1 Billion

For OneAscent, reaching the $1 billion threshold in ETF management is more than a milestone; it signals a growing demand for values-based investing. This strategy resonates with a rising number of financial advisors and investors who aspire to see their wealth reflect their principles. Cole Pearson, the President of OneAscent, expressed his sentiments on this remarkable achievement, stating, "Crossing $1 billion in our ETFs is humbling, but what it really shows is that advisors and investors are hungry for something more than just a return. They want their wealth to mean something. That's exactly what we built OneAscent Investments to help them do."

The firm offers five distinctive ETFs: OneAscent International Equity ETF (OAIM), OneAscent Large Cap Core ETF (OALC), OneAscent Core Plus Bond ETF (OACP), OneAscent Emerging Markets ETF (OAEM), and OneAscent Enhanced Small and Mid Cap ETF (OASC). Each fund employs a proprietary values-based screening process, enabling investors to partake in faith-aligned investing while maintaining a disciplined and principled approach.

Expanding Horizons Since 2021

OneAscent launched its first ETF in 2021 and has since broadened its offerings, catering to the diverse needs of advisors. As the firm continues to expand its suite of values-driven solutions, it aims to meet the varying requirements of those they serve. With the $1 billion mark achieved across their ETF lineup, it showcases the growing trust advisors and investors have placed in OneAscent's approach.

Chief Equity Strategist Andy Manton remarked on their mission, saying, "I continue to be amazed by what God is doing in the Faith-Based Investment world, and we are truly humbled to be part of it! Our mission is to invest with excellence to empower advisors in building the Kingdom, and we take joy in living that out every day. We are grateful for what God is doing within our community!"

For OneAscent, this milestone not only encapsulates a pivotal moment in their journey but also serves as a reminder of the significant impact that aligning financial values with personal beliefs can have. They believe that when investors choose to invest according to their principles, they are not only securing financial futures but also contributing to a greater purpose in society.

A Bright Future

Looking ahead, OneAscent Investments aims to enhance its commitment to empowering investors. By offering a broad suite of solutions—ranging from ETFs to turnkey models and individual sleeves—the company aspires to help investors realize their financial aspirations while upholding their values. As part of the OneAscent family, the company remains dedicated to 'Investing that Elevates'.

For more information on OneAscent's offerings and to explore their values-aligned investment strategies, visit their website at oneascent.com. Investors are reminded to carefully evaluate their investment objectives, risks, and other relevant factors before making investment decisions. The prospectus provides more detailed information and should be thoroughly reviewed beforehand.