Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.

Ethic's story began in late 2015 when our founders began considering how they might leverage their complementary skill sets—spanning finance, institutional investing, engineering, and design—for …

Jul 02, 2025 - Director of Stewardship Austin Wilson breaks down what proxy votes are, how they work, and why they matter for investors seeking accountability.

A quick introduction to Ethic and how we help advisors and investors create portfolios that seek to align personal values with financial goals. This video will introduce you to the Ethic sustainability team and …

At Ethic, we manage passive equity portfolios. This means that, instead of shifting your current allocation, you are simply transitioning your passive equity sleeve to a cleaner alternative, which …

May 20, 2025 - Members of the Sustainability Team cover why we took on a three-year investigative project to refresh our Pillars and what that means for investors.

We’re very excited to announce today our $64 million Series D funding round, led by a new strategic partner, State Street, who now joins our group of existing backers from prior funding rounds including …

Jan 21, 2025 · Ethic is an SEC registered investment adviser. Registration of an investment adviser does not imply any specialized level of skill or training. Ethic may only transact business or render …

At Ethic, we don’t shy away from taking on big challenges. Since our founding more than five years ago, we’ve strived to help redefine the fundamental nature of the relationship between corporations and …

Feb 06, 2024 - Bud Sturmak, head of impact investing and partner at Perigon Wealth Management, joins us for a discussion on approaching sustainable investing with clients.