Institutions

OneAscent is your trusted partner and full-service resource, ensure that your institution’s legacy endures for generations to come.

Empowering institutions, endowments, and foundations to fortify their legacies

Navigating the complexities of institutional wealth management can be daunting.

Your organization juggles multiple advisors and investment strategies, potentially leading to fragmented guidance and inefficiencies. Your team might be struggling to align your financial goals with your institution’s mission and values, hindering your ability to make a meaningful impact.

We are your trusted partner and full-service outsourced investment office.

As a mission-driven organization ourselves, we understand how integral your institution’s vision is. Our team of seasoned professionals works closely with you to develop customized solutions tailored to your organization’s unique needs and objectives.

We’ll ensure that your institution’s legacy endures for generations to come.

Investments

Manage your institution’s wealth in light of what matters most.

Your values inspire why you invest. They can also inspire how you invest. Our rigorous values-based investing process identifies companies that meet your institution’s investment objectives and do well by doing good.

We offer the exclusive advantage of outsourced chief investment officer (OCIO) services, providing strategic oversight and management of investment portfolios. Furthermore, our acumen extends into private markets. Through OneAscent Capital, we offer exclusive values-based opportunities for impact, growth, and diversification beyond traditional public markets.

FAIR Audit

Get an objective review of your outsourced CIO.

Conducting a FAIR audit provides an unbiased review of your existing investment program. We provide:

  • An in-depth analysis of investment returns and risks as they relate to your objectives
  • Comparison of your returns versus customized peer group universe
  • An evaluation of all costs associated with your investment program and compares those with industry norms as we see them

We leverage our capital market experience to identify and expose risks and opportunities beneath the surface of your investment strategy. FAIR provides the data, information, and recommendations to help you make informed decisions about those that will protect the future success of your institution.

Enterprise Risk Assessment

Receive a comprehensive assessment of your institution’s financial landscape.

Through a rigorous analysis, we identify strengths, weaknesses, and opportunities for growth. Your organization can implement actionable insights to optimize financial strategies and ensure alignment with your mission.

With our bespoke recommendations tailored to your unique values and objectives, your institution can confidently navigate financial complexity and reduce barriers to legacy building.