Statistics reflect Ethical Capital's exclusion database as of Q1 2026. S&P 500 market cap calculated using constituent weights on that date. Updated quarterly.
What's hiding in your "responsible" fund?
44 funds screened · bar width = fund size · red = excluded holdings
Source: SEC N-PORT filings · Updated quarterly
Sort, filter & drill into any fund →Where We Differ
Not just exclusions — positions.
We hold formal positions on issues most investors sidestep.
social
Palestine
We exclude all companies materially supporting the occupation.
Read our position →technology
Mass Surveillance
We exclude companies that monetize surveillance at scale.
Read our position →environmental
Animal Welfare
We exclude industrial factory farming and animal testing.
Read our position →Why It Matters
We know what to ask.
Most advisers start with "what do you care about?" and build a screen around your answer. We don't. We already have a position on 55 categories — things you might not know to name.
When a client teaches us something we've missed, it becomes policy for everyone. Our framework answers questions you haven't thought to ask yet.
How we work
The Ethical Capital approach.
Picky
After exclusions, we have about 3,600 companies to pick from. We buy roughly 1.5% of them. Every position is earned through fundamental research.
Patient
We hold positions for years, not quarters, and buy with the hope that we never have to sell. Short-term noise doesn't move us.
Persnickety
Our criteria are the same for every client. When someone asks us to exclude something we haven't considered, we research it — and if they're right, it becomes firm policy.
Who We Serve
Right for you?
Individuals & Families
Your portfolio should reflect your life.
We work with individuals, couples, and families who look at their portfolio and say: not in my name. Holding a stock is holding a position. They want theirs to mean something.
Get started →Financial Advisers
Your clients have a home here.
We work with advisers whose clients are already asking for an ethical alternative. Values-aligned separately managed accounts on Schwab or model delivery on your platform. Three strategies, one screen.
Grow with us →Three strategies — Growth, Income, and Diversification — all in separately managed accounts. Find your blend. →
Research
Latest Insights
A Subtle Rebuttal to an Energy 'Realist'
A critical examination of the argument that economic growth and reducing carbon emissions are incompatible, and why the fossil-fuel-as-development-path is neither inevitable nor ethical.
What We Own Right Now and Why
A transparent look at our current holdings across Infrastructure, Innovation, Lending, and Real Estate, with detailed investment rationales for each position.
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