Your complete partner for personalized and values-aligned investing.
At Ethic, we believe investing is personal.
Since 2016, we’ve helped thousands of advisors create portfolios that reflect their clients’ individual values and financial goals.
Our direct indexing SMA platform, UMA multi-asset solutions, and active tax management simplify the complex tasks of portfolio personalization, management, and reporting.
It’s a new kind of investing for a fast changing world.
We partner with you throughout the investment experience to build portfolios that connect your clients’ values to their investments across asset classes.
Providing tech-enabled tools to help you more quickly create a complete picture of your clients and engage them throughout their investment journey.
Deepen your understanding of the sustainable investing landscape and transform your capacity for storytelling with our articles, videos, and educational resources.
One platform to simplify personalized and values-aligned investing
Create personalized direct indexing portfolios aligned to your client’s unique values, tax management needs, and financial objectives.
Create a suite of multi-asset portfolios using Ethic’s One Portfolio for optimization across your entire allocation.
Built with a combination of ETFs and mutual funds, our models make it easy to offer investment solutions aligned to client values with tax management and sustainability screening features.
Our platform delivers automated tax management, including ongoing tax loss harvesting.
Create detailed reports across financials, impact, tax, and proxy voting with just a click.
Ethic equips advisors with the insights, tools and content to grow their business and connect with clients on what matters most to them.
Since Ethic’s founding, our team has partnered with hundreds of advisory firms and institutions to make personalized and values-aligned investing a strength of their practice.
Values-aligned investing combines financial goals with personal values, empowering investors to build portfolios that reflect what matters most. This fast-growing approach helps advisors deliver personalized investment experiences that resonate deeply with clients.
We’re on a mission to harness technology, data, and storytelling to empower our clients to invest in the future they want to build.
Since 2016, we’ve achieved a lot together. We’ve grown to manage over $6B in assets.
So far we've helped our clients reduce the carbon footprint of their investment portfolios by over 400,000 metric tons when compared to the companies in their portfolios' benchmarks.
We’re a diverse team with extensive expertise in institutional investing, technology, data, and design. Our differences and cross-collaborations are crucial to how we move and innovate.
We’ve supported shareholder engagement by voting on 83k+ proxy proposals on behalf of our clients.
We’ve supported 250+ firms and provided thousands of advisors with the skills they need to make sustainable investing a strength of their practice.
We partner with hundreds of RIAs, family offices, networks, and institutions across North America.
Reflecting on the impact and milestones we achieved together in 2024. These immersive data visualizations showcase impact across carbon emissions, air pollution, and clean water.
Here's how Ellevest evolved its impact portfolio together with Ethic and our offerings to give clients the power to invest in all women while incorporating racial justice.
