Ethic

Title: Ethic

URL Source: https://www.ethic.com/

Markdown Content:
We’re trusted by 250+ advisory and institutional firms to manage over $6 billion in personalized portfolios designed to reflect what matters most to our partners and their clients.

Our platform empowers RIAs, family offices, and institutions to deliver sophisticated investments through a simple and engaging client experience.

How we serve advisors and institutions

We partner to deliver personalized, values-aligned, and tax-smart investing.

Separately managed accounts

Personalized direct index portfolios designed to align with unique values, financial, and tax objectives.

Unified managed accounts

Portfolios that unify multiple strategies, including direct indexing, model portfolios, and other listed funds.

Model portfolios

Portfolios consisting of a diversified allocation of listed funds designed to target specific objectives.

Values-aligned

We use proprietary sustainability research, data science, and tools to help identify client priorities and translate them into values-aligned portfolios.

Tax-smart

Our active tax management delivers tax loss harvesting, personalized transitions, and securities gifting—helping improve after-tax outcomes for investors.

Engaging reporting

Our platform delivers reporting across financials, impact, tax, and proxy voting—designed to deepen client engagement.

Built together with

Since founding Ethic, we’ve built our technology together with our partners to serve their unique needs and help position their firms for the future.

Tax-smart investing

Ethic’s active tax management capabilities are designed to improve after-tax outcomes while optimizing for values and tracking error. From personalized transitions to tax-loss harvesting, our technology helps investors manage taxes more efficiently and intelligently. Learn more about our advanced active tax management capabilities by checking out our white paper 3D Active Tax.

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.

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.

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.

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.

Firm number as of January 23, 2025

Our clients, partners and investors

We partner with hundreds of RIAs, family offices, networks, and institutions across North America.