Ethic is an asset manager that works with wealth advisors to help them strengthen their relationship with investors like Alex.
Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States.
We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise.
We've been on our mission for over8 years and now manage over $3B in assets.
AUM as of March 31, 2023
So far we've helped our clients reduce the carbon footprint of their investment portfolios by over 190,000 metric tons when compared to the companies in their portfolios' benchmarks.
Calculation inclusive of Ethic client accounts through March 31, 2023
Our clients' collective carbon reduction to date is the equivalent of driving an average car 19,560 times around the circumference of the earth.
Equivalencies are calculated from U.S. EPA's Greenhouse Gas Emissions Calculator (epa.gov). Please note, these estimates are approximate using the following assumption: 1 MT of carbon emissions = 2,513 miles driven. The circumference of the earth is 24,901 mi.
Ethic is an SEC registered investment adviser. Registration of an investment adviser does not imply any specialized level of skill or training. Ethic may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Ethic and its Representatives are not notice filed or licensed shall be limited so as not to trigger notice filing or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications. Unauthorized access is prohibited. Usage will be monitored.