Direct Indexing
Institutional-grade passive portfolios engineered for control over tax efficiency, factor exposures, and values alignment.
Custom portfolios. Institutional precision. Seamless experience.
Customized, tax-smart, and values-aligned investing.
- Assets under management¹
- $9 Billion+
- Partner firms¹
- 300+
- Years of managing custom portfolios¹
- 10+
Insights from Ethic
Insight
New White Paper: 3D Active Tax Management
Today we’re announcing the release of our new white paper “3D Active Tax Management.” In it, we cover what’s truly unique about our approach to tax management, and why advisors and investment teams should take note.
March 20
Insight
Introducing Work Ethic: A New Interview Series with Leaders in Wealth
Hosted by Ethic CEO and Co-founder Doug Scott, Work Ethic features candid, in-depth conversations with the builders, leaders, and innovators who are actively shaping the future of wealth.
February 26
Insight
How Ethic Helps Clients Align Their Investments With Religious Values
For many, faith is the foundation of key life decisions. It influences how time is spent, which causes are supported, and increasingly, how capital is invested. At Ethic, we recognize that religious expression is deeply personal and varies significantly across individuals and communities.
May 18
White paper
Concentrated Positions
A single concentrated position can represent decades of wealth creation, as well as a significant source of risk. Ethic's approach to concentrated position management is designed to help clients reduce that risk thoughtfully, without forcing large tax events.
June 8
Listen to the leaders shaping the future of wealth.