Precision for every mandate
Bespoke portfolios engineered for your unique objectives, mission and governance requirements.
Institutional Consultants
Translate complex mandates into sophisticated, bespoke portfolios with security-level customization and transparency
Endowments & Foundations
Align your capital with your objectives and mission through customized portfolios
Family Offices
Customized portfolios to align with the unique convictions and objectives of each generation
- Assets under management¹
- $9 Billion+
- Years of managing custom portfolios¹
- 10+
- Verified Compliance with the GIPS® Standards
- GIPS
Purpose-built for your mission
High-precision mission-alignment designed for portfolio integrity.
Robust Model
Sophisticated security selection model and stewardship strategy informed by over a decade of experience managing billions of assets in customized, values-aligned assets.
Mission Translation
Translates complex stakeholder values and religious beliefs into precise, security-level investment strategies with minimal friction.
Intuitive Reporting
Granular impact analysis that translates portfolio outcomes into clear, intuitive metrics for your key stakeholders.
Insights from Ethic
How Ethic Powers Active Ownership
Investment stewardship offers advisors a powerful way to connect clients’ portfolios with their values. Our new white paper explores how Ethic helps make active ownership accessible and impactful.
September 25
What the New Excise Tax Legislation Means for College and University Endowments
New legislation introduces a tiered excise tax structure for endowments. Here’s what institutions need to know—and how tax-aware investing can help.
July 31
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
How Ethic works with Values-focused Families
Ethic works with families across multiple generations to create portfolios that are personalized to their unique values, financial goals and tax needs. Our approach helps identify overlapping priorities and navigate differing perspectives to build portfolios that honor the unique values of each family member.
June 14