Ethical Capital
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.
<div class="hero-stat">57%</div>
<div class="hero-stat-desc">S&P 500 companies excluded through rigorous screening</div><div class="hero-stat">3</div>
<div class="hero-stat-desc">Core strategies tailored to your values and objectives</div><div class="hero-stat">100%</div>
<div class="hero-stat-desc">Fiduciary commitment to your interests</div>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. This approach is a far cry from passive indexing—it’s active stewardship of capital aligned with values that matter.
Our Process
🔍 Comprehensive Ethical Screening
We begin where others end. Our multi-factor screening excludes companies involved in fossil fuels, weapons systems, factory farming, tobacco, gambling, and those failing our governance standards. When companies disappoint, we divest. When emerging risks appear, we investigate.
📊 Fundamental Analysis
Ethics alone don’t make an investment. From the companies that pass our screens, we identify those with durable competitive advantages. We evaluate business quality through multiple lenses: market position, financial strength, management integrity, and growth sustainability.
🏗️ Portfolio Construction
From thousands screened to hundreds researched to 15-25 owned. We size positions based on conviction level, business quality, and risk contribution. Concentration enforces discipline—every holding must earn its place.
🔄 Continuous Monitoring
Investing isn’t static. We monitor holdings, reassess thinking, and evolve our process continuously. When facts change, we act. When clients raise concerns, we investigate. When new risks emerge, we adapt.
Investment Strategies
📈 Growth Strategy
The Best Investing I Can Do
High-conviction portfolios where our ethical criteria can be fully implemented without compromise.
- 15-25 companies with full ethical screening
- Direct securities ownership with active management
- Long-term capital appreciation focus
💰 Income Strategy
For People Who Want to Do Stuff with Their Money
Ethics meets yield through rigorous screening applied to income-generating securities.
- 10-15 holdings focused on sustainable income
- Monthly distributions when possible
- Capital preservation with income generation
⚖️ Diversification Strategy
For Sequence of Returns Risk or Market Jitters
Discretionary management identifying allocations to external funds aligned with ethical investing principles.
- 6-10 diversified funds across asset classes
- Broader market exposure with ethical alignment
- Risk management through diversification
Latest Insights
Our Core Principles
💎 Real Value - We invest in real businesses with proven models, sustainable advantages, and ethical operations.
🔍 Radical Transparency - Our exclusion criteria are open source. Our process is documented. Our reasoning is clear.
🎯 Conviction and Concentration - Our clients expect our best ideas, so that’s all our strategies contain.
🧠 Intellectual Honesty - Humility serves our clients better than false certainty.
Ready to Get Started?
Let’s discuss how ethical investing can work for your situation
Ethical Capital Investment Collaborative LLC is a registered investment adviser specializing in values-aligned portfolio management. Since 2021, we’ve provided fiduciary counsel combining rigorous financial analysis with uncompromising ethical standards.