Creating personalized investment portfolios since 2015. Not a bank. Not a fund.

Overview Ethic ?

Ethic is a tech-driven asset management platform that powers personalization for advisors. The company enables advisors to personalize a given benchmark to correspond with a client’s investment, values, and tax management preferences, while seeking to minimize tracking error to the underlying benchmark. The Ethic offering is available to advisors custodying with Fidelity, Charles Schwab / TD Ameritrade, or Pershing.