INVEST
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Passive Equity
ETF
Stance Sustainable Beta ETF
MANAGED
ACCOUNT
Stance Sustainable Beta
Active Equity
ETF
Hennessy Sustainable ETF
MANAGED
ACCOUNT
Stance ESG U.S. Large Cap Core
Income
MANAGED
ACCOUNT
Stance Premium Income
Biodiversity
MANAGED
ACCOUNT
Stance KB Global Biodiversity
MANAGED
ACCOUNT
Stance KB US Conservation
MANAGED
ACCOUNT
Stance KB Ocean Impact
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PARTNER
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Capabilities
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Who Stance Serves
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How advisors, asset managers, and institutions put Stance's investment capabilities to work.
RESOURCES
ETFs
Managed Accounts
Model Delivery
Consulting
Stance partners with a range of clients and intermediaries. Find the relationship structure that fits your situation.
WHO WE SERVE
Financial Advisors
Foundations & Endowments
Family Offices & High-Net-Worth Investors
Employer Retirement Plans
SECTION 351 ETF EXCHANGES: HOW THEY WORK AND WHO QUALIFIES
A comprehensive guide to Section 351 ETF exchanges for financial advisors and accredited investors. Covers mechanics, eligible assets, diversification tests, risks, and the full process from pre-launch through trading.
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LEARN
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Investment Philosophy
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Market Insights
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Learn
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Help & FAQ
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How Stance thinks about risk, sustainability, and building portfolios that hold up over time.
RESOURCES
The Case for Sustainable Investing
Data-driven perspectives on sustainable markets, portfolio construction, and what's moving capital.
RESOURCES
Market Perspectives
Guides and research to help advisors and investors understand how sustainable investing actually works.
RESOURCES
Section 351 ETF Exchanges
SMA vs. ETF: A Decision Guide
What Is Carbon-Neutral Investing?
Common questions about how Stance works, who we work with, and what to expect as a client or partner.
FREQUENTLY ASKED QUESTIONS
How do I invest with Stance?
INVESTING WITH STANCE: HOW TO GET STARTED
Who Stance Capital works with, how each relationship works, a plain-language description of the five strategies, and what the first conversation looks like.
ABOUT
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About Stance
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Disclosures
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The firm, the team, and the philosophy behind Stance.
RESOURCES
Who We Are
Press
Media Kit
Contact Us
View our full set of disclosures
DISCLOSURES
Terms and Risks
Privacy Policy
Fees table
Client relationship summary
Form ADV Part 2A
Global Investment Performance Standards (GIPS®)
ABOUT US
Stance Capital is an SEC-registered investment manager based in Boston, founded in 2016.
GET IN TOUCH
Press
A selection of media appearances, interviews, and coverage featuring Stance Capital and its team.
2026
Yahoo Finance
Yahoo Finance: Investors Will 'Adjust' to High Oil Prices
2025
A Foreigner in Finance
A Foreigner in Finance: The Truth About Sustainable Investing
Nasdaq
NASDAQ: Just for Funds
Bloomberg
Bloomberg: A New Approach to Sustainable Investing
Schwab Network
Schwab Network: Avoiding Mag 7 and Looking for Strong Fundamentals
Nasdaq
Just for Funds with Nasdaq ETFs
Nikkei Asia
Nikkei Asia: U.S. ESG Investments ‘Ostensibly Neutral’
Barron’s
Barron's: ESG Still Matters, 3 Defensive Stocks That Make the Grade
2024
Bloomberg Businessweek
Bloomberg Businessweek: Jobs Revision
Yahoo Finance
Yahoo Finance: Good Buy or Good Bye, Tesla and Freeport McMoRan
InvestmentNews
InvestmentNews: Beware Overvalued Magnificent 7 As Volatility Heats Up
Schwab Network
Schwab Network: What’s Behind the Signals of Market Rotation
CNBC
CNBC Street Signs: Bill Davis on Market Positioning
2023
YourStake
Harnessing Unique Data to Develop Competitive Advantages
Climate Parl
Climate Parl: Investing Responsibly, a Conversation with Stance Capital
Bloomberg
Bloomberg Radio: ESG and ETFs, Bill Davis
MoneyLife
MoneyLife With Chuck Jaffe: Market Call With Kyle Balkissoon
Bloomberg
Bloomberg Podcast The Tape: ETF Strategies in the Second Half
Bloomberg
Bloomberg Radio: Drive to the Close, Bill Davis
As You Sow
As You Sow: Climate Progress at Caterpillar After Shareholder Engagement
NYSE
NYSE The Exchange: Bill Davis on the Hennessy Sustainable ETF
2022
ESG Decoded Podcast
ESG Decoded Podcast: Bill Davis Explains How ESG Investment Products Are Built