We’re not like other firms. Good.

Concentrated ethical portfolios for investors who refuse to compromise

We hand-screen thousands of companies, exclude 57% of the S&P 500, and build high-conviction portfolios where ethics and excellence converge.

Schedule Consultation View Our Process

57%
S&P 500 companies excluded
3
Core investment strategies
4
years of fiduciary counsel

Ethical Capital is a Utah-registered investment adviser specializing in values-aligned portfolio management. Since 2021, we’ve provided fiduciary counsel combining rigorous financial analysis with uncompromising ethical standards.

Our Investment Philosophy

We view ethical screening as a luxury, not a limitation.

Eliminating low-quality companies upfront reveals something profound: the businesses that survive our scrutiny are woven into the fabric of healthy social systems. They grow because communities need them to grow, succeed through reciprocal value exchange, and present our clients with a significant long-term opportunity.

What we do is a far cry from passive indexing: it’s active stewardship of capital aligned with values that matter.

Our Principles

🌱 Real Value

  • 🌿 Proven business models
  • πŸƒ Sustainable advantages
  • πŸ’š Ethical operations

πŸ” Radical Transparency

  • πŸ“– Open source criteria
  • πŸ“‹ Documented process
  • πŸ’‘ Clear reasoning

🎯 Conviction & Concentration

  • πŸŽͺ Our best ideas
  • πŸ’ͺ High conviction
  • ⚑ No dilution

πŸ”„ Iterative Improvement

  • 🧬 Living framework
  • πŸ”¬ Ongoing research
  • πŸ’¬ Client dialogue

🀝 Intellectual Honesty

  • πŸ™ Humility over certainty
  • πŸ“Š Evidence based
  • 🧠 Adaptive thinking

Solutions for Different Investors

Investment Strategies For Advisers For Institutions
Growth, Income & Diversification approaches Partnership opportunities & resources Endowments, foundations & pension funds
Learn More β†’ Learn More β†’ Learn More β†’

Ready to Align Your Investments with Your Values?

Schedule Consultation Contact Us

View FAQ β€’ Learn More About Us β€’ Our Research