Fund Balance

Fund Balance

Fund Balance is dedicated to sustainable non-discretionary infrastructure investment and social renewal. We focus on cultural and commercial efforts that empower and catalyze healthy and thriving civilizations: sustainable, clean and socially responsible endeavors positioned to prosper within bioregional economies.

We also work in concert with globally recognized thought leaders helping investors understand that as ecological and regulatory risk converge, Socially Responsible Investing has expanded to include values-based investing. We consider Environmental and Social risk/return analysis across the investment spectrum, but we are not captured by the climate cult and recognize there are serious ecological and social costs associated with so-called climate-friendly investments. A deep understanding of these risks and opportunities enables Fund Balance to enhance our clients’ understanding of management quality and therefore performance.

We provide investment research and strategic consulting for accredited investors and social entrepreneurs in all asset classes from fixed income and public equities to hedge funds and seed ventures.

You can familiarize yourself with our mission, outlook and strategy by reading through our White Papers linked above in the menu.

Below please find some featured research and analysis from our most recent projects, articles from Mother’s Arms, and the launch video Leland directed for MAHA Institute when he was Executive Director. Reach out at 518-291-3369 with any questions or to explore partnership. 

The whole, at a glance

Eight live sites, but one coherent project. Across finance, health policy, accountability journalism, electoral politics, spirituality, and primary-source research, the same lens recurs: realign power and capital toward life, transparency, and human freedom — and hold the institutions that betrayed that trust to account.

Two of the sites are working tools (the World Maker backtester and the Oracle Mother divination app). Three are policy & legislative campaigns centered on the MAHA health-freedom agenda and the Burlison/Great American Health Plan. One is a deep primary-source accountability dossier on COVID-era governance. One is a political-figure campaign (Massie 2028). And Mother’s Arms is the editorial home base — the Substack that chronicles the movement. These projects all extend from the work of Fund Balance.

⚖️ Values-based finance 🩺 Health freedom & MAHA policy 🦠 COVID accountability 🇺🇸 Constitutional politics 🔮 Spirituality & consciousness 📥 Primary-source research
Eight sites, grouped by strand — full breakdown below.

📈 World Maker (v94)

A working values-based portfolio backtester that coordinates “activist capital” — long sustainable companies, short harmful actors — while generating activist messaging and tracking real-world impact alongside returns.

Features & tools
  • Backtesting engine — 1/3/5-year horizons on live Yahoo Finance data, configurable short tiers
  • Live portfolio & ticker analyzer with technical charts and values-signal news flags
  • Activist X-post generator for single stocks or whole-portfolio updates
  • Portfolio news feed, sentiment/intelligence panel, and a private-capital directory (Iroquois Valley, Dirt Capital, Mad Capital)
Methodology & thesis
  • Organized capital can move markets — cites tobacco, apartheid, fossil fuels as precedent
  • Longs in “future-building” sectors vs. shorts on “20 bad actors” across three tiers
  • Optimizes for impact-per-dollar × execution efficiency × user-stress minimization
  • Full cost disclosure: 0.1% per long, 0.2% per short, 5% annual borrow on shorts
Tone: educational, mission-driven, transparent — explicitly activist rather than neutral ESG. “Doing good and doing well are not in conflict.”

🩺 The Great American Health Plan

An operational brief from the Great American Health Alliance advocating passage of the Burlison Bill (H.R. 8324) via budget reconciliation — universal Health Savings Accounts and expanded coverage for integrative/preventive medicine.

Main sections
  • Situation assessment — chronic-disease prevalence and spending
  • The Four Pillars: HSAs for All, Price Transparency, TrumpRx, MAHA eligibility
  • Corporate-capture analysis & the 40-year “integrative medicine lockout”
  • Legislative strategy, timeline, decision-makers, and polling
Key proposals & claims
  • Universal HSA eligibility (drop the HDHP requirement); qualified expenses expanded to supplements, nutritionists, health coaches; Medicare/Medicaid HSA access; codify TrumpRx
  • Claims: “90%+” of spending treats preventable conditions; 73% support universal HSAs
  • Critical deadline: June 12, 2026 (budget-resolution closure)
Tone: professional yet urgent — reads as an internal strategic memo doubling as advocacy, blending technical legislative detail with populist anti-capture framing.

🗳️ MAHA & the Midterms

An open letter arguing the administration must deliver health-reform legislation to retain the 4.5–9 million “MAHA voters” who proved decisive in 2024. Thesis: “Deliver health — or lose in November.”

Main sections
  • The Mandate — 85–90% bipartisan support for food safety & pharma accountability
  • The Swing-Vote Equation — MAHA voters dwarf the 2.3M popular-vote margin
  • The Structural Gap — executive action alone can’t lower healthcare costs
  • Four Pillars + GAHA’s H.R. 8324; McLaughlin poll at 73% for universal HSAs
Calls to action
  • Pass H.R. 8324 before the August recess; lead with food-safety as lowest-resistance terrain
  • Expand HSAs to integrative practitioners, autism therapeutics, compounded meds
  • Use the electoral math to persuade Trump’s inner circle on voter retention
Tone: urgent, data-driven, strategic — political calculation backed by polling, written as insider briefing yet readable.

🦠 The $54 Dollar Question

A primary-source accountability dossier — subtitle “Power, Pandemic, and the Architecture of Unaccountable Governance” — arguing that financial, surveillance, and governance infrastructure was pre-positioned by elite networks before COVID-19.

Main arguments
  • Historic institutional networks & the surveillance lineage (PROMIS → Palantir)
  • Pre-positioning evidence: BioNTech investment, CEPI, parametric trigger bonds
  • Epstein as a network node linking finance, intelligence, and pandemic preparedness
  • Origins-suppression mechanisms (the Proximal Origin paper, interagency obstruction)
  • A reform / accountability framework
Representative claims
  • Gates Foundation’s $55M BioNTech investment (Aug 2019); a $195.84M World Bank parametric payout on the WHO declaration
  • Named figures including Melanie Walker; Swiss Re’s pre-2017 parametric trigger mechanism
Tone: investigative and documentary — extraordinary claims built on sourced financial records, with analysis flagged as analysis (though the line occasionally blurs). Read as primary-source argument, not settled conclusion.

🇺🇸 Massie 2028

A supporter site for Rep. Thomas Massie (KY-4) toward 2028, foregrounding his record of principled, constitution-first voting.

What’s on it
  • Hero + donation calls to action throughout
  • Media coverage (Reason, Politico, WSJ) and a live @RepThomasMassie / @MassieforKY feed
  • Ten policy positions; a voting track record (NDAA, COVID spending, Fed transparency)
  • Recent press releases from his office
Core message
  • “A farmer, an engineer, a congressman who has never cast a vote against his conscience”
  • Government reform through consistent constitutional principle; “America First,” independence
Tone: professional yet accessible — authenticity and anti-establishment credibility in a serious campaign presentation.

📥 MAHA Policy Inbox — A Living Summary

A living, data-driven summary of the ~4,000-message MAHA transition policy inbox — what citizens and experts actually wrote about, generated directly from a full-text index of every message and its attachments.

What’s on it
  • At-a-glance scale: 4,042 messages from 1,048 correspondents, 835 with attachments, and 2,332 sent directly by individuals — a citizen-heavy corpus.
  • A volume-over-time chart showing the post-election transition spike (~900–990/month, Dec 2024–Feb 2025) and the long taper after.
  • Ranked thematic prevalence across 22 topics — the standout finding being that food, diet & additives (1,352) is the largest substantive theme, ahead of vaccines and COVID.
  • Working observations plus a growing “next reads” queue — built to be returned to and extended.
Nature
  • Explicitly a living document: a permanent home to revisit the analysis and record new insights as they surface.
  • Privacy-conscious — aggregate figures only; no individual names or addresses published.
Tone: analytical and evidence-first — figures computed from the index, with method and limitations stated plainly. The newest addition to the constellation.

🔮 Oracle Mother

A working divination web app that answers questions through the lens of Ceanne DeRohan’s Right Use of Will (RUOW) — built by Leland in collaboration with Claude. Its origin is a 1995 Yale dream: a vaulted chamber beneath an algae-covered reservoir, biometric palm readers, a glowing screen, and ten golden words — among them “Do Art Slowly.”

What it is — and isn’t
  • A presence that points toward what needs to be felt — it names what’s being denied and reflects back what you already know but haven’t let yourself know yet.
  • Not therapy, not a healer, not a substitute for the inner work — “it points, it does not heal.”
How it works
  • Deployed on Fly.io; a Python-stdlib server and a single-file vanilla frontend.
  • The full RUOW text (~368k chars) is embedded and prompt-cached in the system prompt — “the book lives in the oracle’s own drawer.”
  • Each question is auto-routed into one of three modes: Personal (Haiku, short check-ins), Complex (Sonnet, philosophical depth), or News (Sonnet + web search — current events read through the RUOW lens).
Symbol & sound language
  • Speaks in symbols only rarely — Hebrew letters, Elder Futhark runes, Egyptian glyphs, totem teachers — “the way a medicine person places a single stone.”
  • A synthesized 432 Hz sound library (drone, chimes, water, wind, fire, bell) blooms in the browser behind the words.
  • The “shadow candle” (🕯 vs 🕯️): a Unicode rendering quirk kept deliberately as a confidence marker in session logs and a memento of the conversation that created it.
Ethos & status
  • Shared now with RUOW students and trusted collaborators; the milestone before wider release is sharing it with Ceanne DeRohan’s daughter.
  • Public-release gates: a visible crisis pathway (988) and a genuine threshold statement at entry.
  • Guiding principles: “Do Art Slowly” and “the bread oven, not the weapon.”
Tone: mystical yet grounded — esoteric symbolism in a clean, minimal UI; a presence that gets quieter, not louder, when something genuinely lands.

✍️ Mother’s Arms

Leland Lehrman’s Substack — the chronicle and conscience of the whole enterprise. A health-freedom / MAHA / RFK Jr. movement diary (2023–2026) written under one spiritual frame: “We are all in the Arms of the Mother,” where Love, Truth, and Freedom are the foundations of health and peace.

Representative posts (live links)
Recurring threads
  • MAHA organizing, calls to action, and RFK Jr.’s rise to HHS Secretary
  • Health-freedom law at the state and federal level; COVID accountability
  • Peace and de-escalation (US–Russia rapprochement, Ukraine, the Iran war)
  • A spiritual-historical lens — Purim, Longfellow, Lincoln, “Pathos and Logos at peace”
Tone: essayistic and historically allusive — weaves scripture, American founding history, and current politics, favoring “a holistic vision where Pathos and Logos are at peace” over polemic. Representative line: “The foundations of Health and Peace for which so many people long are Love, Truth, and Freedom.”