Surpassing $5 billion in assets, with Ethic CEO Doug Scott
Wednesday, April 10, 2024
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April 2024
Surpassing $5 billion in assets, with Ethic CEO Doug Scott
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CEO Doug Scott looks back on the road to $5 billion, and lends insight into where we’re headed next.

As we reflect on where we are today, we’re filled with excitement and energy. We have come a very long way in a short time, and we have a unique and tremendous opportunity ahead. 

We have embarked on a bold mission to change the world. 

Every day our team works tirelessly to empower wealth advisors and institutional investors to create portfolios that align personal values with financial goals. We’re now serving 200 firms across several client types, including RIAs, family offices, networks (e.g. wirehouses, roll-ups, aggregators), and institutional investors (e.g. consultants, endowments, foundations, insurance companies). We see a future that is increasingly personalized and sustainable, and we’re helping our community proactively position for this future. 

Like any bold ambition, the road to achievement is anything but easy, so it’s important to take time to celebrate major milestones along the way. That’s why today I’m excited to announce that, as of the end of last quarter, Ethic has surpassed $5 billion in assets!  

This is a huge milestone for us. I’m very thankful for each and every team member, client, partner and community member that has helped us achieve this incredible milestone. This achievement, coupled with our recent expanded Ethic announcement, makes me very excited about our path ahead. 



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Sources and footnotes

Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – or from Ethic Inc. upon written request at Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.

Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.


Doug Scott was raised in Australia by two forward-thinking social and environmental activists. Doug co-created Ethic to help solve many of the largest issues facing humanity. He was listed on the Forbes 30 Under 30, and previously worked in Investment Banking at Deutsche Bank.

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