The Strive Difference

We’re Unapologetic About Who We Are
and What We Do

For years, many of the largest financial firms have used their clients’ money – your money – to push their social and political agendas, often in the name of ESG, DEI, and other stakeholder-focused initiatives.

Strive was started to combat these value-destructive agendas and offer investors an option that can put them on a path to True Financial Freedom. We believe in American exceptionalism, that an advisor’s financial responsibility to their clients drives wealth creation, and that True Financial Freedom requires more than Financial Wealth — it requires Financial Liberty.

At Strive, We Support...

Capitalism

We believe the purpose of a for-profit company is to maximize long-run value to investors.

Meritocracy

We believe corporate excellence starts with meritocracy.

And We Always Put...

Shareholders First

Our sole obligation is the financial interests of our clients.

But My Asset Manager/Advisor
Says They Put Me First...

It’s true. Almost every advisor and manager says they uphold their fiduciary duty to put your interest above theirs.

Fortunately, there’s an easy way to tell if they are truly putting you first.

How to Tell if Your Asset Manager is Putting You First

If the answer is yes to any of the questions below, they are likely not putting your interests first and may not be a good fiduciary for you:

Did they sign or express support for the 2019 Business Roundtable statement?

Released on August 19, 2019, this statement on the Purpose of a Corporation explicitly rejects shareholder primacy and advocates for a “commitment to all stakeholders.”

Are they a member/signatory of any other organizations that prioritize stakeholders?

Examples include Climate Action 100+, which is comprised of 700 investors who are responsible for $68 trillion in assets under management, as well as Net Zero Asset Managers (NZAM), Principles for Responsible Investment (PRI), Carbon Disclosure Project (CDP), and more.

Do they have a history of using proxy votes to push non-financial factors?

This can be seen in proxy votes tying executive compensation to non-financial factors, electing climate activists to the boards of energy companies, and forcing companies to conduct costly audits that only create division and don’t improve financial performance.

Are they operating in China?

One thing Strive has been calling out since day one is the risk associated with investing in China. Part of that risk is the significant conflict of interest it creates for companies.

Do they also tout their support for ESG and DEI?

A recent study showed that 70% of asset managers have a formal DEI policy. You can bet if their website says that DEI is baked into their business, it’s also baked into the way they vote and engage with companies on your behalf.

Learn more about funds that always put you first at strivefunds.com.

How to Tell if Your Financial Advisor is Putting You First

This is easier and only requires one question:

Has your advisor ever talked to you about ESG/DEI and how your money has been used to support social and political causes through proxy voting and private engagements?

If the answer is no, then your advisor is either not fully aware of how your money has been used without your consent or willfully allowed it to happen. You shouldn’t settle for either.

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