Ethic Investments

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

Descrizione del servizio

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.

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