Ethic
HQ Address
250 W Broadway, New York City, NY 10013, United States
Website Address
Business introduction
Investing aligned with what matters
Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing
The principles we live by…
We believe that how you spend your days is how you spend your life. At Ethic, we have two principles that represent how we strive to show up each day:
- We strive to be world-class in everything that we do.
- We are in service of others.
These principles guide how we operate together as a team and in partnership with advisors and institutions to deliver personalized, tax-smart and values-aligned investing.
Who we are
We bring deep expertise in institutional investing, financial technology, data and design. We’re collectively focused on building the investment management platform of the future. Today, we manage over $8 billion in assets for over 300 advisory and institutional partners — and we’re just getting started.
Ethic Solutions
Ethic Platform
We partner to deliver personalized, values-aligned, and tax-smart investing. Separately managed accounts Personalized direct index portfolios designed to align with unique values, financial, and tax objectives. Unified managed accounts Portfolios that unify multiple strategies, including direct indexing, model portfolios, and other listed funds. Model portfolios Portfolios consisting of a diversified allocation of listed funds designed to......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Prospect Plus
A suite of tools to make client prospecting and proposal creation easy and delightful. Prospect insights See insights across all your prospects to better help you and your team strategize around growing your business. Prospect survey Help your clients feel heard by creating a more complete picture of their needs in portfolio proposals. Values mapping Capture......
