Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. We’re trusted by 250+ advisory and institutional firms to manage over $7 billion in …

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.

Ethic is proud to be featured in, and a contributor to, a number of leading industry publications. Explore a complete list of freshly pressed mentions, features, press releases, podcasts, …

Jan 21, 2025 · Ethic is an SEC registered investment adviser. Registration of an investment adviser does not imply any specialized level of skill or training.

This video will introduce you to the Ethic sustainability team and what makes our approach to sustainability special. How does Ethic use the power of principles to build a thriving company …

We offer a personalized approach to ESG, and provide transparency into how your investments are achieving the impacts you seek. Here is a quick video on how Ethic can work with you to …

Our platform enables personalized portfolio optimization: Ethic actively monitors portfolios daily, automating transitions and optimizing tax-aware strategies to help navigate complex trade-offs …

Ethic’s platform gives advisors clear, detailed visibility into the tax management activity taking place within their clients’ portfolios. Through our Client Tax Reporting, you can view harvested …

At Ethic, we help investors participate in shareholder advocacy in a way that aligns with their values. Because proxy voting isn’t just about governance—it’s about shaping a more …

Ethic’s team will respond within 3–4 business days with the proposed tax lots to gift and the associated tax and tracking error implications. Once your client approves, you can proceed …