You have questions. We have answers.

By default, and unless you request otherwise, Oui Financial invests only in socially responsible stocks on the equity side of portfolios.

Oui Financial's commitment


You never have to wonder how your funds are allocated.


We focus on investment funds that offer stability, opportunity for growth and profit for our French-American clients.


Your money is always available. Our clients can access their funds when and if needed.

Ethical Investments

We primarily focus on investing in socially responsible funds that offer growth opportunities.

Wealth Management

If you have millions to invest, our wealth management solutions offer specific investment strategies to optimize your assets, wealth, and holdings in both France and the United States.


Are you interested in a shorter-term investment of one to two years? We find the best high-yield savings account for your needs.

401k Management

We optimize and actively manage your 401k.

401k Portfolio

Based on avialbale funds.

Investment Portfolio

Non-401k portfolio

Passive/Active strategy aligned with your values - Seeds Investor

  • Custom portfolios

  • Option to exclude specific companies

  • Tax loss harvesting

  • Buy/Hold

Non-401k portfolio

Tactical portfolio

  • Dynamic Allocation: Active adjustment of asset allocation.

  • Market Responsiveness: Rapid adaptation to market changes.

  • Risk Management: Minimizing risks and exploiting opportunities.

Personalized portfolio

  • Mix of ETFs and stocks
  • Personalized portfolios based on your profile
  • Choice of strategies (TAA and/or SAA): Tactical Asset Allocation / Strategic Asset Allocation align to your values.
  • Option to exclude specific companies and markets
  • Socially responsible investing
  • Tax optimization on stock trading

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.