Investment advice offered through PIN Wealth, LLC, a Registered Investment Advisor with the United States Securities and Exchange Commission. OneAscent and PIN Wealth, LLC are unaffiliated companies.
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Responsible investing means that your social and environmental principles are in harmony with a financial strategy defined by your risk tolerance, return expectations, and time horizon. Before we begin working with you, we'll review your current holdings from an SRI perspective. Before we get together, we'll ask you to complete our Social Investment Policy Questionnaire, which ensures that your ethical and environmental concerns will shape the portfolio we build for you.
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Progressive Investors Network advisors are typically compensated through a fee on the assets we manage on behalf of our clients. Where appropriate for a small percentage of clients, we do offer some services compensated by a fee on transactions.
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