How we invest

Oui Financial's investment process

EPI* Screening

Proprietary screening process to identify companies most effective at avoiding or managing material risks related to earth, people, and corporate integrity issues.

Quant Screening

Quantitative metric thresholds (relative market cap, P/E, sales growth, etc.) to identify strong performers within sectors.

Quality Screening

Qualitative research and analysis to determine strong long-term performers (management team; track record).

Seeds Customized Equity Portfolios

Portfolio personalized based on investor prioritized issues.

Portfolio Values

Protecting the climate

by reducing emissions and overall carbon footprint.

Mitigating Waste

by reducing harmful chemicals/waste released in the water and on land.

Conserving natural resources

by optimizing efficiency in the use of energy, water, and raw materials.

Protecting consumers

by supporting consumer protection and improving product safety, marketing practices, and fair billing.

Ensuring corporations act ethically

by eliminating unethical behavior like anti-competitive practices and intellectual property theft.

Reducing corruption

by eliminating unethical behavior like anti-competitive practices and intellectual property theft.

Treating employees fairly

by eliminating discrimination and improving employee diversity, protections, and services.

Advocating for human rights

by protecting the dignity and lives of people and communities involved in the supply chain.

Strengthening data privacy

by improving the ethical and safe collection, use, and protection of personal data.

Cryptocurrency Wallet

  • Certified RIA-DAC in Blockchain and Digital Assets®
  • Willow crypto partner
  • Long term investment
  • No “meme” cryptos
  • Crypto investment consistent with use cases and identified needs
  • Investment in crypto with a large developer community

We prioritize your financial interest

We don’t sell financial products.

We don’t take commissions.

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