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Minimum: $750K
Fee: 0.26%
Benchmarks: Various U.S. and global

Personalize portfolios for each investors’ individual values using Ethic’s sustainability and customization tools.

Minimum: $250K ($150K for US)
Fee: 0.15%
Benchmarks: IVV/SPY, ACWI, EFA, VTI

Select from ready-to-go investment strategies that focus on Climate Change, Human Rights, and Leadership and Management.

Minimum: $250K ($150K for US)
Fee: 0.15%
Benchmarks: Various U.S. and global

Without divesting, direct indexing can still provide exceptional tax management and the chance for impact with proxy voting.