Overview

Ethic provides personalized asset management for U.S. wealth professionals, helping align client portfolios with both financial goals and environmental priorities. It combines sustainability training, financial analysis, portfolio creation and ongoing management, and continuous investment insights to build and manage portfolios. The company sets itself apart by aiming to reduce clients’ portfolio carbon footprints, backed by metrics like over $3 billion in assets under management and more than 190,000 metric tons of CO2e reduced. Ethic’s goal is to help clients achieve their financial objectives while lowering environmental impact, becoming a trusted partner for sustainable investing among wealth advisors, custodians, and banks.