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    Year: 2024

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    • 2024

Stance’s Q3 2024 Performance Summary

  • November 27, 2024
  • Kyle Balkissoon

Stance Capital at a Glance: Performance Update Q3 2024

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The Global Shift Towards Clean Energy

  • September 26, 2024
  • Bill Davis

We are witnessing a pivotal moment for the fossil fuel industry, historically a cornerstone of global energy. However, the viability of this sector as a sound investment is rapidly diminishing for several compelling reasons.

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Section 351 Contributions Webinar

  • August 1, 2024
  • Bill Davis

On July 31st, 2024 Stance Capital hosted a webinar on Section 351 Exchanges. The webinar was titled How Equity Investors Can Achieve Tax-free Diversification from Highly-appreciated Listed Securities: Decoding Section 351 Exchanges.

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Stance’s Q2 2024 Performance Summary

  • July 27, 2024
  • Bill Davis

Stance Capital at a Glance: Performance Update Q1 2024

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Stance Capital, LLC is a Registered Investment advisor (RIA) with the Securities and Exchange Commission, primarily focused on constructing and bringing to market public equity portfolios that mitigate material risk and generate excess returns while at the same time allowing investors to align their capital with their belief systems.

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