Equity strategies built around
what companies do,
not what they claim.
Three principles behind every portfolio
Every portfolio decision starts with direct company analysis, not a third-party ratings score. Whether through systematic quantitative screening or fundamental research, the approach varies by strategy but the standard doesn't. We draw our own conclusions about what a company is actually doing.
Every Stance strategy is built differently: equal-weighted to spread exposure across positions, risk-optimized to reduce tail risk, income-structured through an options overlay, or position capped. The construction method is chosen intentionally, not inherited from the index. As a result, Stance strategies do not end up with the same few mega-cap names dominating returns.
Stance votes through As You Sow, an institutional activist proxy advisor. That means every vote on governance, executive compensation, accountability, and board independence reflects Stance’s own established voting criteria on each issue. Screening determines who is in the portfolio. Voting is what happens next.
Investment strategies across equity & conservation
A dedicated partner for advisors & institutions
SMAs, ETFs, and model delivery on multiple custodial platforms. Stance supports clients of all levels of wealth. Fact sheets and compliance documentation on request.
read more →Systematic, defensible screening for institutions with explicit sustainability mandates. Full fiduciary documentation and reporting available. Transparency through direct ownership of securities.
read more →SMA transparency, tax efficiency, and tax-aware structures for advisors managing low-basis and concentrated positions. Custom mandate development available.
read more →Stance serves as a 3(21) co-fiduciary, providing process documentation, screening methodology, and reporting to support plan sponsor compliance obligations.
read more →Portfolio management, ETF structuring, & research consulting
Stance subadvises to multiple ETFs which offer lower minimums, intraday liquidity, and broad platform access for taxable and non-taxable accounts alike.
read more →Stance supports investment managers building their own ETF strategies, from structure and methodology through launch and ongoing operations.
read more →All Stance strategies are available as models for unified managed account delivery supporting advisors managing multiple client accounts at scale.
read more →Stance's quant team supports organizations building systematic investment processes, proprietary research capabilities, and data-driven portfolio methodologies.
read more →Perspectives on markets, strategy, & investing
Common questions from advisors & institutions
Quick answers to what we hear most often. Don’t see yours? Reach out directly.
Stance Capital is a Boston-based SEC-registered investment advisor founded in 2016. The firm manages equity strategies across two platforms for financial advisors, foundations, endowments, and family offices, available as separately managed accounts, model portfolios, and through ETFs for which Stance serves as subadvisor.
Stance offers strategies across two platforms. The Stance platform includes Stance Sustainable Beta, Stance ESG US Large Cap Core, and Stance Enhanced Income, each managed through a systematic quantitative process. The Stance KB platform includes Stance KB US Conservation and Stance KB Global Biodiversity, managed on a discretionary basis.
Stance strategies are available as separately managed accounts and model portfolios on Schwab, Fidelity, LPL, First Affirmative, Adhesion, and SMArtX. Stance also serves as subadvisor to listed ETFs, providing additional access across taxable and non-taxable accounts.
A Section 351 exchange may allow an investor to contribute appreciated securities to an ETF without immediately triggering capital gains taxes, depending on individual circumstances. Stance has worked with advisors on this type of transition in the past. A qualified tax advisor should be consulted to determine whether this structure is applicable to a specific situation.
Minimums vary by strategy and vehicle and are available upon request.
Yes. Stance Sustainable Beta is independently certified carbon neutral, with the certification renewed annually. Offsets are sourced through nature-based programs including Holganix, which supports U.S. Midwest farmers implementing regenerative agriculture practices that sequester carbon in soil. The cost of the annual assessment and offsets is covered by Stance Capital directly and is not passed to investors.
Stance uses a systematic company evaluation process drawing on data from Corporate Knights, measuring sustainable revenue, capital allocation, and governance from company actions rather than self-reported disclosures. Screening criteria and exclusions vary by strategy.
Stance Strategies are managed using a systematic, rules-based quantitative process. Stance KB Strategies are managed using fundamental analysis on a discretionary basis by the Stance KB portfolio management team, with a focus on conservation and biodiversity themes.
Have a question not answered here?
Contact us directly →The right fit depends on the situation
The strategies differ by construction, delivery format, and client use case. Review the fact sheets, explore the methodology, or reach out directly to work through what makes sense for your practice or institution.