Investments

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.

Transparency

You never have to wonder how your funds are allocated.

Liquidity

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

Availability

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.

Investment 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

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.

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

Savings

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.

We prioritize your financial interest

We don’t sell financial products.

We don’t take commissions.