About Sloane Ortel
Chief Investment Officer
Investment Philosophy
Investment management is a craft that demands continuous learning. My process combines deep analytical rigor with authentic human connection—understanding not just companies and markets, but the communities they serve and the lasting impact of our choices.
Client Focus
Every client interaction brings energy and purpose to my work. I believe in bringing warmth and practical insight to portfolio management, creating strategies that honor both financial goals and personal values with industry-leading rigor.
That’s What She Said
“It’s likely wiser to seek companies with well-established growth trajectories. In other words: avoid taking speculative positions based on vibes, which is what most individuals would be doing by taking advice from a nice lady on TV.”
— Sloane Ortel, GoBankingRates, September 2025
Beyond Ethical Capital
- Co-Founder - Woodcache PBC, Leading developer of efficient, durable carbon removal projects in the intermountain west
- Advisor - Responsible Alpha, Global consultancy helping institutions transition to a sustainable future
- Co-host - Free Money with Sloane and Ashby, Candid conversations with long-term investors
- Ski Bum - Utah is fairly well known for getting above-average snow
- Gardening - Killing my lawn and replacing it with wildlife-friendly perennials
Speaking Engagements
- Portfolio management and long-term investing strategies
- Ethical screening, exclusions, and divestment
- Aligning money with values for all investors
Request a Speaking Engagement - Book Sloane for conferences, events, and educational presentations.
Research Collaboration: I welcome academic partnerships and alignment with activist groups.
Contact Us →
Credentials & Recognition
- CFA Institute — Content Manager (Responsible Investing)
- Chairman’s Office, Indo‑US MIM TEC — Strategy support
- Newport Value Partners — Investment research
Media & Publications - Institutional Investor: “Gay on Wall Street” - Co‑author (under prior name): Investment Idea Generation: A Practical Guide
Awards & Honors - Financial Planning — 2023 Rising Stars (awardee) - CFA Society New York — 2018 recognition for “The Seven Kinds of Asset Owner Institutions”
Media & Press →
