Ethic
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Overview
Tagline Brand's website · 2026-10-04
Ethic differentiates itself through its combination of personalized, values-aligned (ESG), and tax-smart investment solutions, delivered via a streamlined platform. Its active tax management capabilities, proprietary sustainability research, and focus on empowering advisors with engaging client experiences are key competitive advantages.
Description Brand's website · 2026-10-04
Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing solutions across asset classes, utilizing proprietary sustainability research and active tax management.
Offerings
Core capabilities Brand's website · 2026-10-04
- Personalized investment solutions including Separately Managed Accounts (SMAs)
- Unified Managed Accounts (UMAs)
- and Model Portfolios; a client experience platform; and educational resources focused on values-aligned and tax-smart investing.
Pricing Brand's website · 2026-10-04
Not explicitly stated, but typically an Assets Under Management (AUM) based fee structure for investment platforms serving advisors/institutions.
Audience
Target industry Brand's website · 2026-10-04
Registered Investment Advisors (RIAs), Family Offices, Networks, and Institutions primarily across North America.
Landscape
Competitors Brand's website · 2026-10-04
- Parametric
- Aperio Group (now part of BlackRock)
- Voya Financial
- Envestnet PMC
- FutureAdvisor (now part of BlackRock)
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Claim Ethic — free →Page last updated 2026-10-17.