Relationship Manager Anthony Marcozzi breaks down Ethic’s unique value add for Wealth Management Networks & Platforms
Relationship Manager Anthony Marcozzi breaks down Ethic’s unique value add for Wealth Management Networks & Platforms
by Anthony Marcozzi
We aim to be more than just a values-aligned investment platform — we’re a strategic partner helping network organizations streamline operations, educate advisors, and unlock opportunities for growth. In this video, Relationship Manager Anthony Marcozzi outlines some key ways we support networks.
Here are the highlights:
1. Empowering Centralized Investment Teams
We collaborate closely with centralized investment teams to develop scalable, white-labeled multi-asset solutions that meet their unique needs. We’ve built our platform with these teams in mind to give them centralized control and visibility. This can enable them to manage portfolios effectively while maintaining alignment with their centralized investment views.
2. Streamlining Operational Efficiency
Transitioning from legacy investment approaches to centralized investment models can be complex, but our technology strives to make it more seamless. We help firms by automating workflows, tracking next steps in the prospecting pipeline, and consolidating client data — all to simplify the process of modernizing as a unified team.
3. Partnering in Advisor Education
Our team are firm believers in the power of education. We see education as a core element of being true partners to our clients. Therefore, we’ve built our Education Hub to offer advisors resources on values-aligned investing, tax management, and guides to conversing with clients. This can be a key tool to ensuring that advisors are well-equipped to communicate the benefits of tax-efficient and values-driven investment strategies.
4. Supporting Advisor Recruiting
Recruiting advisors is a critical component of many firms’ strategies, and we’re here to help. By showcasing access to our differentiated offering, we help our clients attract top-tier talent who value access to innovative partners and solutions.
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Disclosures:
Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.
Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.