Investment Management

Charitable giving is one of the greatest pleasures we can experience as we reach financial stability. While many people believe that it isn’t as satisfying as buying a new luxury item, little can compare to changing someone’s life through selfless generosity. When we are younger, we often volunteer to feel this sense of unity (when we don’t have the means to contribute financially). However, as we reach a more secure stage in life, our financial contributions can help us still feel connected to our communities. 

Many of our clients at OneAscent come to us with a dilemma: they’re not sure whether they’re in the right position to start investing. Many are trying to decide how much money to put in low-risk and easy-to-access savings accounts compared to long-term investments to help prepare for the future. As trusted financial advisors, we try to help people individually balance investing and saving.

What do Faith Driven Investors need to know about public equities? How can our faith inform the way we invest in large companies?