The principles we live by…

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We believe that how you spend your days is how you spend your life. At Ethic, we have two principles that represent how we strive to show up each day:

  1. We strive to be world-class in everything that we do.
  2. We are in service of others.

These principles guide how we operate together as a team and in partnership with advisors and institutions to deliver personalized, tax-smart and values-aligned investing.

Change will not come if we wait for some other person or some other time. We are the ones we've been waiting for. We are the change that we seek.—Barack Obama
Be who you are and say what you feel, because those who mind don’t matter and those who matter don’t mind.—Dr. Seuss
"Find out who you are. And do it on purpose."—Dolly Parton
If the person you are talking to doesn't appear to be listening, be patient. It may simply be that he has a small piece of fluff in his ear.—Winnie the Pooh
Sometimes taking time is actually a shortcut.—Haruki Murakami 
Normality is a paved road: It's comfortable to walk, but no flowers grow.—Vincent Van Gogh
I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.—Maya Angelou
Who we are
We bring deep expertise in institutional investing, financial technology, data and design. We’re collectively focused on building the investment management platform of the future. Today, we manage over $8 billion in assets for over 300 advisory and institutional partners — and we’re just getting started.
Featured shoutouts
We're proud to be featured in, and a contributor to, a number of leading industry publications.
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Backed by top-tier investors
OAK HC/FT
A growth-equity fund investing in healthcare information & services ("HC") and financial services technology ("FT")
NYCA Partners
A fintech venture capital firm focused on connecting innovative companies to the global financial system
Third Stream Partners
A venture capital firm, founded by senior Barclays Global Investors executives, that makes strategic investments in financial technologies (fintech) and financial services firms
State Street Investment Management
The asset management arm of State Street (NYSE: STT), which serves the world's governments, institutions and financial advisors.
UBS
Diversified financial services company providing financial advice and solutions to private, institutional and corporate clients worldwide.
Fidelity Investments
Diversified financial services firm that serves individuals, families, employers, wealth management firms, and institutions.
Kapor Capital
An Oakland-based fund that believes in the power of startups to transform entire industries and address urgent social needs
Sound Ventures
Venture capital firm founded by Ashton Kutcher and Guy Oseary, typically investing in early stage technology companies
We take our work seriously
(but not ourselves)
Our team may be hard at work on our mission, but we're never too busy to stop and tell you a dad joke.
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