Ameriprise Financial Services
Title Partner
For more than 125 years, Ameriprise has been committed to putting our clients’ needs first. Our advisors develop ongoing one-to-one relationships and take time to understand what’s truly important to clients and their families. We offer a comprehensive approach to financial planning that ensures our clients feel confident, connected and in control of their financial life.
Our core values have helped us keep our clients on track through panics, recessions, the Great Depression and the more recent Great Recession. We’re proud to have honored every financial obligation made to our clients. From our perspective, earning our clients’ trust is a job we have to perform each and every day.
Helping people thrive is something we enjoy. We actively support the communities in which we work and live by collaborating with nonprofits, awarding grants, and supporting volunteerism. In fact, since 2009, Ameriprise employees, advisors and clients have provided more than 115 million meals and more than 378,000 volunteer hours to support Feeding America and other hunger-relief organizations nationwide.1 By helping individuals and families struggling with hunger and homelessness, we’re engaged with others in the collaborative effort to build stronger communities.
As we look ahead, we’re optimistic about what the future will bring. We’re more prepared than ever to serve our clients with the latest digital tools to provide secure account access from the convenience of their connected devices. Smart technologies keep evolving to allow better tracking and viewing of account performance and financial goals. This, we believe, will improve communication and collaboration between clients and their advisors, leading ultimately to a greater certainty of every client reaching their financial goals.
Over the years, our success in helping people achieve their financial goals with personalized advice has helped us grow into a longstanding leader in financial planning and advice. To learn more, visit joinameriprise.com/why or call 800.770.5092.
Listed on the New York Stock Exchange: AMP
Ranked #253 on FORTUNE 500®2
Serving more than 2 million individual, business and institutional clients3
Assets totaling more than $1.2 trillion under management and administration4
32nd largest global asset manager5
1 Company data – 2023 Responsible Business Report
2 FORTUNE Magazine, Fortune 500 ranking published June 2022 us based on 2021 total revenue
3 Company Reports
4 Company data, as of Q4 2022
5 Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – Oct. 17, 2022 issue. Data as of Dec. 31, 2021.
Ameriprise Financial provides financial services without regard to religious affiliation or cultural background.
Ameriprise Financial is not affiliated with Kingdom Advisors, Inc. or any particular religion, faith or creed.
Ameriprise Financial welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations.
Ameriprise Financial cannot guarantee future financial results.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Blue Trust
Title Partner
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. As of 6/30/24 and subject to change.
Crossmark Global Investments
Title Partner
Crossmark Global Investments is a faith-based firm that creates, manages, and distributes values-based investment strategies that equip financial intermediaries and their clients to align their wealth with their passions and convictions. For over 30 years, the firm has delivered uniquely constructed products based on its proprietary, disciplined, and repeatable process. Founded in 1987, the firm is headquartered in Houston, Texas. For more information visit: www.crossmarkglobal.com.
Eventide Asset Management
Title Partner
Eventide Asset Management, LLC, is a Boston-based investment adviser pursuing “investing that makes the world rejoice.®” Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by seeking to provide high-performing investments that we believe create compelling value for the global common good.
Garden City Equity
Title Partner
Garden City Equity is a people-first holding company buying exceptional blue & white collar service businesses.
GuideStone Funds
Title Partner
With more than $13 billion in assets under management, GuideStone Funds is the nation’s largest Christian-screened mutual fund family. Built on the foundation of integrity and excellence, we provide award-winning investment options for individuals and institutions who want industry-leading performance without compromising their values.
Inspire Investing
Title Partner
Inspire Investing is the largest provider of faith-based ETFs, offering a unique approach through our Inspire Impact Score™ methodology. This objective, rules-based scoring system rates companies based on their alignment with biblical values and the degree to which they operate as blessings to their customers, communities, workforce, and the world. Inspire ETFs empower advisors to ensure alignment with the beliefs of their faith-based investors and make a meaningful impact in both the culture and the world through Inspire's corporate engagement efforts and giving initiatives.
LifeWise Academy
Title Partner
LifeWise Academy is a Released Time Religious Instruction (RTRI) program which provides Bible-based character education to public school students. Under RTRI laws, students can be released from public school during the school day to attend religious classes, provided the program is off school property, privately funded and parent-permitted.
National Christian Foundation
Title Partner
At the National Christian Foundation (NCF), we know your clients want to be good stewards of all God has entrusted to them. That’s why we come alongside you with shared biblical values, innovative charitable solutions, and highly personalized service so you can help them give more strategically and with greater purpose. Since 1982, generous givers at NCF have mobilized more than $20 billion for 90,000 churches, ministries, and charities. If you and your clients are looking for a trusted Christian giving and granting partner, let’s start a conversation today. Connect with an NCF Team near you at www.ncfgiving.com.
OneAscent
Title Partner
OneAscent is a family of Kingdom-minded companies committed to delivering values-based financial solutions to advisors and investors. OneAscent Financial Services, OneAscent Investment Solutions, OneAscent Wealth Management, and OneAscent Family Offices each offer a comprehensive suite of faith-driven strategies and solutions designed to help advisors, investors, and stewards live aligned with what they value most.
OneAscent Financial Services provides a platform for faith-driven financial advisors who desire to be a part of something bigger than themselves. Our values-aligned, Kingdom-driven solutions allow advisors to gain freedom, stimulate growth, and amplify their impact.
OneAscent Investment Solutions empowers investors to align their wealth with their values by developing investment solutions designed to help them reach their financial goals. Our broad suite of investment solutions includes turnkey models, individual sleeves, exchange-traded funds, direct indexing sleeves, and target date funds that combine a disciplined investment process and a commitment to values-based investing.
OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. Our advisors translate clients' unique personal needs into a customized strategy. Our comprehensive suite of solutions helps clients align their planning, investment, and stewardship decisions with what they value most.
OneAscent Family Offices joyfully empowers stewards to live, give, and invest well to impact generations for the glory of God. Our mission is to provide families the services and knowledge to protect and enhance wealth, pursue stewardship, ensure generational security, and bolster Kingdom impact.
OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States.