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.

Investment Portfolio

  • Mix of ETFs and stocks
  • Personalized porfolios based on your profile
  • 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 team offers 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 give our clients the ability to align their portfolio with their own values and beliefs.

Here are the categories you can exclude from your portfolio.

Energy Environmental Impact Defence and Military Business Practices Health Beliefs
Thermal Coal
GMO Plants and Seeds
Controversial Weapons
Animal Testing
Alcoholic Beverages
Adult Entertainment
Oil Sands
Pesticides
Small Arms
Predatory Lending
Cannabis
Gambling
Arctic Oil and Gas Exploration
Palm Oil
Military Contracting
Fur and Speciality Leather
Tobacco Products
Human Embryonic Stem Cells
Shale Energy
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Riot Control
Private Prisons
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Abortion
Oil and Gas
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Whale Meat
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Contraceptives
Nuclear Power
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Prok Products

We prioritize your financial interest

We don’t sell financial products.

We don’t take commissions.