Client Success Stories
See how leading financial advisors are using Ethic to deliver personalized, values-aligned and tax-smart investing solutions.

Ethic and Beacon Pointe Connect with Clients at Scale

Two-thirds of investors see the importance of impact investing, but fewer than one-fourth of investors invest this way. Here’s how Beacon Pointe Advisors leaned in on technology to help more of their clients become a part of the sustainable investment movement.

Ethic and Ellevest Created a New Way to Invest in Women

Issues such as gender inequality, racial injustice, and climate change disproportionately affect women – especially women of color. Here's how Ellevest evolved its impact portfolio to give clients the power to invest in all women while incorporating racial justice.

Ethic and ALINE Helped a Multigenerational Family Create a Legacy

Over the next 20 years, Baby Boomers could pass down $68 trillion to the next generations of investors. A disconnect between values could cost multigenerational families a lot of money. Here’s how ALINE uses personalization at scale to align values and build a legacy.

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Ethic Disclosures

The materials presented on this page include commentary from clients of Ethic Inc. No direct or indirect compensation was provided for clients' participation in the creation of this material. There are no known conflicts of interest resulting from Ethic Inc.'s relationship with such clients.

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