Values-Aligned Investing Without Sacrificing Performance with Bill Davis | Financial Planner Search

Financial Planner Search · Oct 14, 2026 · 38m · transcript

In this episode of Financial Planner Search, Bill Davis, founder of Stance Capital, makes the case that values-aligned investing isn't a sacrifice trade — and anyone who tells you otherwise is doing "performative theater." Two-thirds of his career had nothing to do with financial services: he built a database marketing company in his mid-twenties, ran a venture-backed renewable energy firm for seven years, and only stumbled into finance in 2010 when a college friend asked for help launching an asset management firm. That outside-in path shaped his conviction that every business runs on the…