Stance Capital, LLC is a Boston-based registered investment adviser and private asset manager (founded in 2016) that builds quantitative, data- and machine-learning-driven ESG equity products. The firm offers ETFs, separately managed accounts and model delivery aimed at aligning client values (e.g., fossil-free, weapons- and tobacco-free screens) with risk‑adjusted outperformance.
Typically supports policies that improve ESG disclosure and standardization, clarify fiduciary duty and permissible ESG integration for advisers and asset managers, and regulatory clarity for ETFs, fund governance, investor transparency, stewardship and sustainable finance frameworks.
Primarily funded by asset management and advisory revenue (management and advisory fees from ETFs, separately managed accounts, model delivery and sub-advisory arrangements); may also receive seed or institutional partner capital for product launches.
Founders/portfolio managers Bill Davis and Kyle Balkissoon; sub‑advisory/partnerships with firms such as Hennessy Advisors and prior platform relationships with The RBB Fund Inc. and Blue Tractor; distribution and ETF industry partners.
Registered investment adviser; private investment firm (LLC)
