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Does Your Investment Portfolio
Reflect Your Values?

At Stance Capital our intent is simple: To construct portfolios that mitigate material risk and generate excess returns while at the same time allowing investors to align their portfolios with their belief systems.
We call this Values-based Investing.

Recent Stance Media

Out of the Desert and into the Sun

If the first month of the Trump administration is any indication of official U.S public policy relating to climate risk, this looks like a doomsday scenario. Donald Trump has signaled

What We Do

Stance Capital is an asset management firm formed in 2016. We are a MA based Registered Investment Advisor, and our clients are individuals, family offices, and institutions. We also build products for other investment firms under research and sub-advisory agreements.

The creation of Stance is not about trying to tell clients how they should invest. Rather, our goal is to offer products that allow investors to self identify with portfolios that are organized to manage material risks within defined values-based frameworks.

For long-term investors, this simultaneously creates an opportunity for value creation. The approach described above is values-agnostic. It applies to investors whose values might align around human rights, or the environment, or their faith, or gender equality. or nothing at all.

Strategies

Stance Equity

Structured as a SMA, and with typically 40-60 individual positions, Stance Equity avoids thermal coal, tobacco, weapons, and companies where women are not involved in senior management or board positions. The portfolio is rebalanced quarterly.

Stance Equity is a rules-based approach to investing in U.S. companies in a large-cap Index that demonstrate management focus on Environmental, Social, and Governance (ESG) factors, as well as performing well on fundamental financial factors associated with alpha generation.

Team

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Past performance is no guarantee of future results. All investments involve risk, including the loss of principal. The value of investments can go down as well as up. A client of Stance Capital LLC, a Delaware limited liability company (“Stance”), may not get back the amount invested. Such investment is speculative, involves a high degree of risk and is suitable only for sophisticated investors. Stance is a newly formed entity with no performance history. Stance and its portfolio manager/managing member (the “Portfolio Manager”), will not have access to the same resources that the Portfolio Manager had while employed as a Managing Director and a member of Empirical Asset Management, LLC (“Empirical”). Such difference in resources could impact the performance of a client’s portfolio in a negative way.

The performance shown throughout this presentation represents returns achieved by the Portfolio Manager as a Managing Director at Empirical for Empirical clients (the “Accounts”) and does not reflect performance achieved by Stance or the Portfolio Manager while the managing member of Stance. Performance calculations for the Accounts are based on the brokerage statements for such Accounts, are unaudited and have not been verified by any unaffiliated third party. Performance for the Accounts reflects the reinvestment of all income and dividends and is presented net of all brokerage commissions, management fees, and other expenses.

The performance and volatility of the S&P 500 Total Return Index (the “Index”) may be materially different from the performance attained by a specific client of Stance. In addition, Stance invests in a different mix of securities and sectors than the Index, which may cause a difference in performance. The Index has not been selected to represent an appropriate benchmark to compare an investor’s performance, but rather is disclosed to allow for comparison of the investor’s performance to that of a well-known and widely recognized index. You cannot invest directly in an index.

This presentation is for informational purposes only and should not be construed as legal, tax, investment or other advice. This material has been prepared from original sources and data believed to be reliable. However, no representations are made to the accuracy or completeness thereof. This presentation does not constitute a solicitation to invest in any way. A interested client would invest with Stance by entering into an investment advisory agreement with Stance.

© 2016 Stance Capital. Website developed in collaboration with Grilled Cheese Affairs.