We are excited to announce another step forward in the growth of our company. As we continually strive to find ways to better serve you, our client, we have decided to affiliate with OneAscent Financial Services, LLC, an independent RIA (Registered Investment Advisor). Please note that Strategence Capital, LLC, remains an independent company, with its existing ownership by Tim Stoller, Tamela Sperr, and Graig Stettner.
By affiliating with OneAscent, we will be able to provide the following:
- Greater flexibility to customize our service to your specific needs, including values-based investment options
- Improved tools and technology, enhancing the overall client experience
- More investment solutions that will help us serve our clients’ needs in a more efficient/effective way
As an independent RIA, OneAscent provides us access to multiple custodians, and we have chosen Charles Schwab & Co. to hold and report on our accounts. We are confident their service and technology will serve you well.
Though on the surface, you will see very minimal changes to your accounts, the benefits of operating under an Independent RIA will be evidenced in the increased level of service, the additional offerings available, and new technology upgrades. Depending on when you were last billed, you may see accounts reimbursed for advisory fees and rebilled for that partial period under OneAscent, but note that you will not be double billed for our services.
The process for you is simple and easy. Once you’ve DocuSigned or signed/returned the new paperwork, we will be able to continue serving you as we always have. Thank you for your prompt response to the paperwork, enabling us to better serve you! Please call us at (260) 236-0385 if you have any questions.
We’re excited about this new step and trust you will be too.