Have you ever wondered if your investments align with what you value most?

When you invest you become a shareholder or owner. As an owner, it’s important to know how the companies you’re invested in make money. You’d be proud to own certain companies because they’re filling a need and truly blessing mankind. On the other hand, there are some you would never want to invest in because they make money from products or services that do not align with your deepest core values.

Please select any products or services that you want to actively avoid promoting or profiting from.

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Now that you’ve identified what you’d like to avoid, let’s identify what you’d be proud to own.

The institution of business has a unique ability to fill a need, create true value and positively impact the world.

Please select any products or services that you want to actively promote or profit from that are positively impacting the world.

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Thanks for sharing a little about what's most important to you!

Based on these answers, do you know if your current investments
align with your values?

Yes No
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That’s great! We believe questions like these are extremely important and it seems like you do too!

If you would like to continue the conversation and learn how OneAscent can integrate your values into your entire financial plan, please share your info below and we’ll reach out.

Don't worry, you are not alone!

Our technology allows us to screen your current investments against the values you’ve just listed as most important and simply let you know where you stand. If there are any violations, we’ll recommend alternative options and help you make the changes. We’ll just need a bit of info to get started.

My name is . I havein cash and investment accounts. I am currentlyyears old and I am currently. My email is , my phone number is , and my zip code is .

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Does everything here look right?

Your Values:
Name:
Cash & Investment Value:
Current Age:
Retirement:
Email:
Phone:
ZIP:
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Thanks for getting started with OneAscent!

You’re one step closer to investing in your values.

Now that we’ve learned what’s important to you, we’ll find the right advisor to customize your investment strategy. You can expect a call within the next 48 hours.

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