YourStake

Your toolkit to align your client’s investments with their values

Use the top rated ESG/SRI analysis tools to feel confident navigating sustainable investing with your clients.

The problem: 85% of investors want to align their portfolios with their values (Morgan Stanley) but only 10% actually do (CFA)

The solution: Personalized, explainable, and transparent data helps build client trust that they are aligning their investments with their values.

We do this by:

1. Discovering client values using a Behavioral Values Questionnaire
2. Diagnosing and demonstrating impact of a client’s portfolio, personalized to their values by utilizing comparison and impact reports
3. Adjust or build portfolios to ensure your client’s investments are aligned with their values and reflect what they care about msot

FPA Advantage

Benefits

YourStake helps create transparency and scalability to provide personalized, values-aligned investing, all at lower cost.

Personalized: YourStake will fit into your practice workflow of meeting with clients and showcasing portfolio reporting, analysis, and comparison all while saving time to focus on what matters most.

Benefit from our research: Most of the sources we parse through require advanced data and machine learning techniques to extract the relevant information and keep the database updated, at scale. We pull data from over two hundred sources and we stay on top of new trends so you can have the information you need for any client.

Continued Support: Our team is here to help support and grow your practice and we are here to grow with you.

Integrated with the other tools you use most: We’re pleased to be integrated with the tools you use most: Addepar, iRebal, Black Diamond, Orion, Betterment, Charles Schwab, and more. We strive to help create the ability to scale your practice while offering values-aligned investing to any client.

I'll come back to this one... but think we might be able to sharpen this one up a bit.... 

I like to incorporate a few buzzwords/phrases, like "help you grow you practice" or "help you create efficiencies in your practice" or "we're here to grow with you" etc...

sounds good! I edited a bit, but like the sentiment.