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.

Toby Heaps

Sustainable Factor Assembly

All Strategies

CEO of Corporate Knights. Provides the sustainability data underlying Stance's factor selection, measuring sustainable revenue and investment across 6,000+ companies globally via a published, open-source methodology.

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