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About Ethic
Ethic is a technology-driven asset management firm that focuses on sustainable and values-aligned investing solutions. The company collaborates with financial advisors and institutions to create personalized, tax-optimized portfolios that align with clients' financial goals and ethical preferences. As an SEC-registered investment adviser, Ethic combines institutional investing expertise with advanced technology to develop scalable, impact-focused strategies.
The firm manages over $1 billion in assets and addresses global challenges such as climate change, racial justice, and gender equity through its investment portfolios. Ethic offers a range of services, including custom equity portfolios, fund-based solutions, and a comprehensive technology platform that supports strategy design and reporting. The company serves financial advisors, institutions, and platforms, emphasizing collaboration and measurable social and environmental impact throughout the client lifecycle.
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