
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, Ameriprise employees donated 35,000 volunteer hours in 2020.1 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.
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
2 FORTUNE Magazine, June 2021
3 Company Reports
4 Company data, as of Q3 2021
5 Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – Oct. 18, 2021 issue. Data as of Dec. 31, 2020.
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.
To learn more, visit joinameriprise.com/why or call 800.770.5092. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC. 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.

CNC Foundation
Title Partner

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.

Family Legacy
Title Partner
At Family Legacy, our work is focused on one goal: glorifying God by serving the vulnerable and orphaned children of Zambia so they can live up to their God-given potential.
To fully support our children we provide four pillars of care—intellectual, spiritual, physical, and emotional care.
One way we accomplish our mission is through Camp Life. Camp Life proclaims the good news of the gospel to Zambian children by facilitating American families coming for a week to serve as “camp counselors” to vulnerable and orphned children of Zambia.

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 is a leading provider of biblically responsible, faith-based investments managing $2 billion in assets under management (as of 12/31/2022), and creator of the globally recognized Inspire Impact Score™, which investors around the world use to measure the biblical alignment of their investments according to biblically responsible investing (BRI) principles.
Inspire also gives 50% of the net profits from our management fees and donates them to Christian charities through our Give50 campaign. Most recently, Inspire completed a 3-year village transformation effort in the coffee farming mountains of Guatemala to transform the lives of those living in that impoverished community. Thanks to investors, advisors, and institutions using Inspire products, the village now has a church building, a clean water source, improved education facilities, and a fully functional medical clinic.

International Justice Mission
Title Partner
There are millions of individuals living today whose lives are currently on a trajectory toward violence- it does not have to be that way. IJM’s mission is to protect people in poverty from violence by rescuing victims, bringing criminals to justice, restoring survivors to safety and strength, and helping local law enforcement build a safe future that lasts.
The vision is to rescue millions, protect half a billion and make justice unsoppable

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 $15 billion for 71,000 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 companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Financial Services, OneAscent Investment Solutions, and OneAscent Wealth Management each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end.
OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values Aligned, Kingdom Driven solutions give you the freedom to pursue your calling and focus on your unique gifting – guiding and caring for the clients entrusted to you.
OneAscent Investment Solutions manages a variety of Values-Based Investment strategies designed to help investors live aligned with what they value most. Our broad suite of investment solutions include Turnkey Models, Individual Strategies, and Retirement Portfolios 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 help clients align their Planning, Investment, and Stewardship decisions with what they value most.
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.

Ronald Blue Trust
Title Partner
Ronald 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 nearly $13 billion in assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to more than 9,500 clients across the wealth spectrum in all 50 states. As of 12/31/22 and subject to change.

Thrivent
Title Partner
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them towards financial choices that will help them live the life they want today - and tomorrow.