Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. We’re trusted by 250+ advisory and institutional firms to manage over $6 billion in …

Ethic provides a platform for advisors and institutions to build personalized and values-aligned portfolios that balance clients’ financial goals, tax needs, and personal values.

Ethic is proud to be featured in, and a contributor to, a number of leading industry publications. Explore a complete list of freshly pressed mentions, features, press releases, podcasts, …

Jan 21, 2025 · Ethic is an SEC registered investment adviser. Registration of an investment adviser does not imply any specialized level of skill or training.

The Ethic technology platform unlocks efficiency and scale through the centralized management of client portfolios, while empowering advisors and institutions to deliver highly personalized, …

In this NYSE interview, our cofounder and CEO Doug Scott dives into the Ethic story and what motivated the founders to set out to make all investing sustainable investing.

This video will introduce you to the Ethic sustainability team and what makes our approach to sustainability special. How does Ethic use the power of principles to build a thriving company …

Ethic Inc. recommends all investors seek out the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment …

At Ethic, we don’t shy away from taking on big challenges. Since our founding more than five years ago, we’ve strived to help redefine the fundamental nature of the relationship between …

Jay Lipman, a co-founder of Ethic, is driven by the need to address climate and environmental risks with the resources to which we each have unique access. He has been ranked among …