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.
Oui Financial's commitment
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.
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.
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.
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
Personalized portfolio
- Mix of ETFs and stocks
- Personalized portfolios based on your profile
- Strategy aligns 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.