Investment Strategies between the USA and France

Investing between the USA and France comes with unique challenges. And opportunities. We guide families in building cross-border investment strategies that balance growth, risk, and taxes in both the USA and France. With tailored advice, you can diversify wisely and secure your long-term financial future.

Book a session

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.

Bonds et obligations américaines dans un portefeuille d’investissement

401k Management

We optimize and actively manage your 401k. Based on available 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

Oui Financial's investment process

EPI* Screening

Proprietary screening process to identify companies most effective at avoiding or managing material risks related to earth, people, and corporate integrity issues.

Quant Screening

Quantitative metric thresholds (relative market cap, P/E, sales growth, etc.) to identify strong performers within sectors.

Quality Screening

Qualitative research and analysis to determine strong long-term performers (management team; track record).

Seeds Customized Equity Portfolios

Portfolio personalized based on investor prioritized issues.

Portfolio Values

Protecting the climate

by reducing emissions and overall carbon footprint.

Mitigating Waste

by reducing harmful chemicals/waste released in the water and on land.

Conserving natural resources

by optimizing efficiency in the use of energy, water, and raw materials.

Protecting consumers

by supporting consumer protection and improving product safety, marketing practices, and fair billing.

Ensuring corporations act ethically

by eliminating unethical behavior like anti-competitive practices and intellectual property theft.

Reducing corruption

by eliminating unethical behavior like anti-competitive practices and intellectual property theft.

Treating employees fairly

by eliminating discrimination and improving employee diversity, protections, and services.

Advocating for human rights

by protecting the dignity and lives of people and communities involved in the supply chain.

Strengthening data privacy

by improving the ethical and safe collection, use, and protection of personal data.

We prioritize your financial interest

We don’t sell financial products.

We don’t take commissions.

Book a session