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Our Mission: Build investment products through data and technology that allow our clients to invest in companies that share their values while maximizing performance.

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Our Investment Process

Values Alignment

Our values alignment process first eliminates all weapons, tobacco, and fossil fuels. It then ranks and retains top industry performers by industry group peers and removes all firms found on NGO sanctions lists.

Security Selection

Our proprietary machine learning model uses fundamental financial data from filings as well as historical market data to gather best in class fundamentally scored securities.

Risk Optimization

Our risk optimization model gathers the overlap of the values alignment and security selection processes and combines proprietary parameter forecasting techniques with innovative optimization techniques to weigh passing securities.

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Stance Capital, LLC claims compliance with the Global Investment Performance Standards (GIPS®).

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.

To obtain a compliant presentation and the firm’s list of composite descriptions, email bdavis@stancecap.com.