Ethic Events

Great to connect

If we had the chance to connect at the conference—or if you’re just getting to know us—we’re glad you’re here. Below, you’ll find an overview of how Ethic partners with advisors, family offices and institutions like yours.
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Personalization is now expected in wealth management. But aligning portfolios to each client’s values, tax needs, and financial goals is hard to scale and operationally complex. 

That’s where Ethic comes in. We help advisors and institutions deliver fully personalized portfolios through an intuitive platform—turning each client’s priorities into a tax-smart, values-aligned investment strategy.

Personalized portfolios,
scaled delivery

We help you offer personalization at scale through direct indexing, advanced tax management, and a fully integrated advisor platform.

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Tech-powered,
advisor-first

Ethic combines an intuitive and scalable platform with white-glove support, model management, custom consulting, and robust education resources.

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Built for the future
of investing

Ethic specializes in values-aligned investing—helping prepare advisors to meet growing client demand for portfolios that reflect personal priorities.

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How Ethic partners with you

One platform to simplify personalized and values-aligned investing.

Separately managed accounts

Create personalized direct indexing portfolios aligned to your client’s values, tax management needs, and financial objectives.

Unified managed accounts

Create a suite of multi-asset portfolios using Ethic’s One Portfolio for optimization across your entire allocation.

Model portfolios

Built with a combination of ETFs and mutual funds, our models make it easy to offer investment solutions aligned to client values with tax management and sustainability screening features.

Active tax management

Our platform delivers automated tax management, including ongoing tax loss harvesting.

Reporting

Create detailed reports across financials, impact, tax and proxy voting with just a click.

Education

Ethic equips advisors with the insights, tools and content to grow their business and connect with clients on what matters most to them.

We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients.

$4+

Billion

Since 2016, we’ve achieved a lot together. We’ve grown to manage over $6B in assets.

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Inclusive of assets under management (AUM) and assets under advisement (AUA) as of December 31, 2024
Before
460,000
MT
After
161,000
MT

Sustainability

So far we've helped our clients reduce the carbon footprint of their investment portfolios by over 400,000 metric tons when compared to the companies in their portfolios' benchmarks.

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Calculation inclusive of Ethic client accounts through January 23, 2025

People

We’re a diverse team with extensive expertise in institutional investing, technology, data, and design. Our differences and cross-collaborations are crucial to how we move and innovate.

83k+

We’ve supported shareholder engagement by voting on 83k+ proxy proposals on behalf of our clients.

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Calculation inclusive of Ethic client accounts through January 23, 2025

250+

We serve over 250+ advisory firms and institutions to deliver innovative personalized, values-aligned, and tax-smart investing.

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Firm number as of January 23, 2025

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a demo

Request a demo

Discover how Ethic can help you build values-aligned portfolios for your clients.

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