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flowchart LR
A[📞 Initial Call<br/>30-45 minutes] --> B[🤔 Mutual Assessment<br/>Is this a good fit?]
B --> |Yes| C[📋 Paperwork<br/>We handle the details]
B --> |No| D[🤝 No Hard Feelings<br/>We'll provide referrals]
C --> E[💼 Account Setup<br/>Investment begins]
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style C fill:#14b8a6,stroke:#0f766e,stroke-width:2px,color:#ffffff
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Client Onboarding
Getting to Know You - Building Your Investment Partnership
Learn about Ethical Capital’s client onboarding process, from initial consultation through account setup and investment strategy implementation.
I’m delighted to welcome you to Ethical Capital.
Our client relationships are lifelong partnerships, so this process is designed to help us get to know each other better. We want to serve you with loyalty, prudence, and care over the long term.
But to be clear, we want to know you.
That means: be human. You’re encouraged to make jokes, share fears, and say “I don’t know” without a moment’s hesitation.
Thank you in advance for sharing a bit of yourself with us. And welcome!
Getting Started
Rather than overwhelming you with a massive form, we’ve created a more thoughtful onboarding process:
Why We Do Onboarding This Way
🤝 Relationship First
We believe in building genuine relationships before diving into paperwork. Your investment strategy should reflect who you are as a person.
💭 Thoughtful Process
Generic questionnaires can’t capture the nuances of your values and goals. A conversation allows us to understand what matters most to you.
⚡ Better Experience
Skip the overwhelming forms. We’ll handle the administrative details after we’ve established a foundation of mutual understanding.
What Happens Next?
Timeline: Most clients are fully onboarded within 1-2 weeks of our initial conversation.
Still Have Questions?
What’s your minimum investment?
We accept new clients based on their level of alignment with our mission, not their level of wealth. We believe ethical investing should be accessible to everyone.
What if I’m not ready to invest yet?
That’s perfectly fine! We’re happy to build a relationship and help you prepare for when you are ready.
How do you charge fees?
We operate on a transparent fee-only basis. No commissions, no hidden costs. We’ll discuss our fee structure during our call.
What if we’re not a good fit?
No problem! We’ll be honest about fit during our conversation and can provide referrals to other excellent advisers if needed.
Ready to Get Started?
Choose Your Next Step
Ethical Capital Investment Collaborative LLC is a registered investment adviser. This website is for informational purposes only and does not constitute investment advice.