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.

Free session

Investment Portfolio

  • 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

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.

Wealth Management

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

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.

Free session