Partner with Ethical Capital
Deep research expertise and proven strategies to help you serve clients with complex values and sophisticated needs
As investment advisers ourselves, we understand the challenges of serving clients who want their portfolios to align with their principles. We provide the specialized research, proven strategies, and easy access you need to deliver exceptional outcomes.
WHAT WE OFFER ADVISERS
We provide investment advisers with institutional-grade research capabilities and proven strategies to confidently serve clients who prioritize ethical investing, without compromising on performance or professionalism.
RESEARCH EXPERTISE
Institutional-grade research capabilities in ethical investing that go beyond standard ESG ratings. Our proprietary screening process excludes 57% of the S&P 500 based on rigorous ethical criteria.
PROVEN STRATEGIES
Three distinct investment strategies designed to match any client's risk tolerance, income requirements, and ethical priorities while maintaining institutional-grade performance standards.
EASY ACCESS
Available on the Schwab Marketplace platform for streamlined implementation. We handle operational complexity so you can focus on client relationships and practice growth.
WHY ADVISERS CHOOSE US
Leading investment advisers partner with us because we deliver the institutional-grade expertise and transparency their sophisticated clients demand.
Rigorous Transparency
Our screening criteria is open source, giving you complete confidence in what you're recommending.
Proprietary Research
Hand-screening of thousands of companies using our systematic approach that goes beyond third-party ESG ratings.
Proven Track Record
We've navigated complex ethical requirements without sacrificing performance since our founding in 2021.
Educational Partnership
Ongoing consultation, ad hoc consultations, and insights to help you develop expertise and handle challenging client scenarios.
Schwab Platform Integration
Available on the Schwab Marketplace platform with streamlined implementation and SMA management support.
OUR COLLABORATIVE APPROACH
DISCOVERY & ALIGNMENT
We start by understanding your practice, client base, and specific needs for ethical investing capabilities.
EDUCATION & ONBOARDING
Comprehensive training on our approach, strategies, and transparent methodology for implementing ethical investing.
ONGOING PARTNERSHIP & CLIENT ACCESS
Continuous support, market insights, and consultation as your practice grows. Advisers receive a direct link to schedule their clients with our Chief Investment Officer for strategy discussions.
Due Diligence Resources
Comprehensive documentation to support your due diligence process and adviser requirements.
ESG & Responsible Investment
Ready to Partner?
Join leading investment advisers who trust our approach to help them serve clients with complex needs and values.