Why
Why
We believe investors should be able to express their values through their investments, and that advisors can play a key role in achieving this.
What
What
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.
How
How
Ethic combines direct indexing SMAs, UMAs, model portfolios, and active tax management with intuitive tools to help advisors deliver portfolios that reflect what matters most to clients.
Who
Who
We are a diverse team that combines extensive institutional investing, technology, data, and design expertise.
More about us
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Once upon a time...
Ethic was founded in 2016 to make investing more personal—connecting portfolios to the values that matter most to clients. Our founders combined their expertise in finance, institutional investing, engineering, and design to address a unique challenge—how to align portfolios with personal values, tax needs and financial goals. By bridging the worlds of sustainability and institutional quantitative finance, they built a platform that empowers advisors and institutions to deliver personalized, values-aligned investment solutions at scale. Learn more about Ethic in this NYSE interview.
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Co-founders Johny Mair (left), Doug Scott (center) and Jay Lipman (right)
Change will not come if we wait for some other person or some other time. We are the ones we've been waiting for. We are the change that we seek.—Barack Obama
Be who you are and say what you feel, because those who mind don’t matter and those who matter don’t mind.—Dr. Seuss
When one tugs at a single thing in nature, he finds it attached to the rest of the world.—John Muir
"Find out who you are. And do it on purpose."—Dolly Parton
If the person you are talking to doesn't appear to be listening, be patient. It may simply be that he has a small piece of fluff in his ear.—Winnie the Pooh
Sometimes taking time is actually a shortcut.—Haruki Murakami 
Normality is a paved road: It's comfortable to walk, but no flowers grow.—Vincent Van Gogh
Seek simplicity, but distrust it.—Alfred North Whitehead
I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.—Maya Angelou
Fast forward
Since our firm’s inception, we've been keeping pretty busy. We've assembled a talented team with diverse skill sets and perspectives. We've built technology that helps wealth advisors demystify the world of sustainable investing and engage in meaningful values-driven conversations with their clients. We've already transitioned more than $6 billion (and counting) into sustainable strategies, but we’re just getting started. Our team is working toward a more sustainable, equitable future—and managing to have some fun along the way.
Backed by top-tier investors
We take our work seriously
(but not ourselves)
Our team may be hard at work on our mission, but we're never too busy to stop and tell you a dad joke.