FAQ
Find answers to frequently asked questions about Ethical Capital Investment Collaborative.
Our comprehensive FAQ section provides detailed answers to help you understand our investment approach, account management, and ethical screening process.
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What makes you different from other ESG funds?
How our approach differs from traditional ESG investing.
What is the minimum investment?
Learn about our minimum investment requirements for different account types.
What are the ways to hold cash in my investment account?
There are countless ways to hold cash in your investment account. In the simplest form, you can just hold cash itself. But there are downsides …
What happens when I receive a dividend?
When you receive a dividend from a stock that you own, it typically arrives in your account as cash. Dividend Reinvestment Programs automatically reinvest those …
What options are available when opening my account?
While opening your account, you will be asked whether you'd like to opt into this program or not. Before we get to whether or not …
What is Ethical Capital's investment philosophy?
Our investment philosophy is built on the belief that strong returns and strong values are not mutually exclusive. Here's how we think about investing. Core …
What type of firm is Ethical Capital?
Ethical Capital Investment Collaborative is a registered investment advisor dedicated to making institutional-quality ethical investment management accessible to everyone. Our Mission We believe that everyone …
How can I balance my own needs and my desire to give generously?
Looking after yourself helps you give generously. It's like they say on airplanes: "put on your own oxygen mask before assisting other passengers."
How Does Ethical Capital Use its Influence to Support its Mission?
Our firm is optimized for impact, which means that we are always looking for opportunities to shape the market for the better.
How do I Add a Beneficiary to My Account?
You can quickly add or update your beneficiaries through the Altruist client portal.
How Do I Add or Update a Beneficiary?
You can add or update beneficiaries easily through your Altruist client portal.
How do I compare Forward-Looking Yield (APY) and Historical Total Return?
When comparing a forward-looking yield (Annual Percentage Yield, APY) with the historical total return of an investment, it’s important to understand the key differences and …
How do I deposit funds?
Altruist makes it easy for our clients to deposit funds into their accounts.
How do I set up Recurring Deposits?
Altruist allows you to set up recurring deposits so that money is automatically and regularly deposited into your investment account.
How do I Transfer my Old Accounts to Ethical Capital?
It's straightforward to move your old retirement account over to Ethical Capital. The process usually takes about 10-20 minutes, and we work hard to make …
How do I withdraw funds from my account?
To withdraw funds from your account, follow these simple steps.
Is Ethical Capital a Mutual Fund, ETF, or Hedge Fund?
Ethical Capital is a registered investment adviser. We manage multiple investment strategies, but at this time they are all delivered to clients through something called …
Is It Ethical to Invest in Real Estate?
There's a lot of informed apprehension about investing in real estate. Sloane explains how she approaches the problem.
Should I Opt In to the Dividend Reinvestment Program ("DRIP") for Stocks and ETFs?
What is a dividend reinvestment program, and should you opt into it?
Should I Opt In to the Securities Lending Program?
What is securities lending, and should you opt into it?
Should I Opt Into the Sweep Program?
What is a "Sweep Program", and should you opt into it?
What are your investment minimums?
Our internally managed strategies have a minimum investment of $1.
What should I know about ethical investing?
This article contains important information about ethical investing principles and strategies.
What's the Best Way to Refer a Friend to Ethical Capital?
We consider a referral from an existing client to be the highest complement we can receive, and are always delighted to receive them!
What Types of Accounts do you Offer?
We are pleased to support a wide variety of account types.
Where are my Assets Held?
Altruist is a self-clearing brokerage firm, which means they act as the custodian of your funds in addition to providing software that facilitates your relationship …
Where Should I Go to Learn More about Managing My Finances?
Many of our clients seek a mix of coaching, consulting, and other services related to financial planning that we are not able to provide. In …
Who can invest with Ethical Capital Investment Collaborative?
Anyone eligible to open a US Bank account can open an investment account with us.
How do I compare forward-looking yield and historical returns?
When evaluating investments, it's crucial to understand the distinction between forward-looking yield (APY) and historical total return. Forward-Looking Yield (APY) Annual Percentage Yield (APY) represents …
Where can I learn more about managing my finances?
Financial literacy is a journey, not a destination. Here are some excellent resources to help you build your knowledge and confidence in managing your finances. …
Can I exclude certain stocks from my portfolio?
Yes, Ethical Capital is happy to discuss and can easily implement stock exclusions according to your preferences.
How do you screen companies?
Our comprehensive approach to ethical investment screening.
Is it ethical to invest in real estate?
There's a lot of informed apprehension about investing in real estate. After all, it's not hard to find examples of landlords or real estate developers …
What is your organisation's overall approach to responsible investment?
Ethical Capital exists to create industry-leading responsible investment strategies. Our mission is to align our clients' capital with companies that avoid preventable harm to living …
Is Ethical Capital a fiduciary?
Yes, we are legally required to act in your best interests.
Where can I find resources for philanthropic giving?
When Gabe pulled together some resources to help you on your philanthropic journey, he took care to include the following guidance for folks interested in …