OneAscent Investment Solutions Email Formats
Investment Management • 
Hoover, Alabama, United States • 1-10 Employees
OneAscent Investment Solutions Email Formats
OneAscent Investment Solutions uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@oneascent.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@oneascent.com | 85.7% |
{first name}{last name} | johndoe@oneascent.com | 7.1% |
{last name}{last name} | doedoe@oneascent.com | 7.1% |
Key Contacts at OneAscent Investment Solutions
Scott Watson
Director, Investor Relations
Peter Klingelhofer
Director Of Research - Senior Portfolio Manager
Nathan Willis
Director Of Portfolio Strategy
Tom Mueth
Director Of Advisor Engagement
Peter Klingelhofer
Director Of Research
Company overview
| Headquarters | 23 Inverness Center Pkwy, Birmingham, Alabama 35242, US |
| Phone number | +12058471343 |
| Website | |
| NAICS | 5231 |
| Employees | 1-10 |
| Socials |
About OneAscent Investment Solutions
OneAscent Investment Solutions manages a variety of Values-Based Investment strategies designed to help investors live aligned with what they value most. Our broad suite of investment solutions include Turnkey Models, Individual Strategies, and Retirement Portfolios that combine a disciplined investment process and a commitment to Values-Based Investing. Investment advisory services offered through OneAscent Investment Solutions, LLC (“OAIS”), an investment adviser registered with the United States Securities and Exchange Commission. OAIS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAIS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAIS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
OneAscent Investment Solutions has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
OneAscent Investment Solutions has never raised funding before.
Canada
United Kingdom
India
Cayman Islands
Portugal
Frequently asked questions
4.8
40,000 users
