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.
- Mix of ETFs and stocks
- Personalized porfolio based on your profile
- Option to exclude specific companies and markets
- Socially responsible investing / ESG
- Tax optimization on stock trading
- 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
Are you interested in a shorter-term investment of one to two years? We find the best high-yield savings account for your needs.
We optimize and actively manage your 401k.
We prioritize your financial interest
We don’t sell financial products.
We don’t take commissions.