Skip to main content
🇵🇸 We stand with Palestine
(and we're remodeling our website - please pardon our "dust" while work is underway). Click here to schedule a meeting and click here to become a client
Skip to navigation
Sloane Ortel, Chief Investment Officer & Founder

SLOANE ORTEL (SHE/HER)

Chief Investment Officer & Founder

"There is no checklist comprehensive enough to rely upon. You have to pay attention."

WHAT I DO NOW

Current Role

As Chief Investment Officer and architect of Ethical Capital's investment process, I manage long-term portfolios with industry-leading moral and material rigor.

Philosophy

Investment management is a craft that demands continuous learning. My process combines deep analytical rigor with authentic human connection—understanding not just companies and markets, but the communities they serve and the lasting impact of our choices.

Client Focus

Every client interaction brings energy and purpose to my work. I believe in bringing warmth and practical insight to portfolio management, creating strategies that honor both financial goals and personal values with industry-leading rigor.

BEYOND WORK

  • Co-Founder - Woodcache PBC
    Leading developer of efficient, durable carbon removal projects in the intermountain west
  • Board Member - Responsible Alpha
    Global consultancy helping institutions transition to a sustainable future
  • Co-host - Free Money with Sloane and Ashby
    Candid conversations with long-term investors, co-hosted with Stanford's Ashby Monk
⛷️

Skiing

Utah's many awesome resorts

🌻

Gardening

Replacing lawn with wildlife-friendly perennials

SPEAKING & WRITING

Featured Writing

Speaking Engagements

Topics I Cover:

  • Portfolio management and long-term investing strategies
  • Building diverse and inclusive investment practices
  • Climate adaptation and sustainable finance
  • Community building in financial services
  • Aligning money with values for all investors

Fair warning: my Achilles heel is email. If you need me, your best bet is to get on my calendar.