Ameriprise Financial
Title Partner
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
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.
DLP Capital
Title Partner
DLP Capital is a private, diversified real estate investment firm dedicated to transforming lives by building thriving communities for America’s working families. Alongside our investors, we finance, develop, construct, and operate safe, attainable rental housing where families can enjoy affordable rents and foster deep connections with family, friends, and God.
With over $5 billion in assets under management, DLP Capital has appeared on the Inc. 5000 list of the “Fastest Growing Private Companies in America” for 12 consecutive years. Our investments serve a higher purpose of creating paths to prosperity through the creation and preservation of rental communities. We currently offer four evergreen real estate funds (including REITs) that target regular passive income and double-digit annual returns, giving investors the opportunity to build long-term wealth while making a meaningful impact.
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 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.