INVEST
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Passive Equity
CHGX
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
ALPI
ALPS Premium Income ETF
Biodiversity
MANAGED
ACCOUNT
Stance KB Global Biodiversity
MANAGED
ACCOUNT
Stance KB US Conservation
MANAGED
ACCOUNT
Stance KB Ocean Impact
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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
TOOLS
351 Calculator
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
STANCE 351: THE SECTION 351 CALCULATOR
A free tool for investment professionals. Upload a client’s holdings and see how much could go into a Section 351 contribution to an exchange-traded fund, under the 25% and 50% diversification limits.
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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?
VETTAFI HOW SECTION 351 CAN CREATE TAX ADVANTAGES
How Section 351 tax-free contributions work, how to tell if a client qualifies under IRS rules, and a look at other diversification tools.
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
Form CRS
ADV Part 2A
Global Investment Performance Standards (GIPS®)
ABOUT US
Stance Capital is an SEC-registered investment manager based in Boston, founded in 2016.
351 CALCULATOR
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