Personalized portfolios,
scaled delivery
We help you offer personalization at scale through direct indexing, advanced tax management, and a fully integrated advisor platform.
Tech-powered,
advisor-first
Ethic combines an intuitive and scalable platform with white-glove support, model management, custom consulting, and robust education resources.
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.