PROGRESS
ABOUT YOU
We're so excited to get to know you! This section will gather the basic information about you that we need in order to open your account.
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YOUR CO-CLIENT
The more, the merrier! We just need a bit more information so we can come up with a better nickname than "co-client."
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YOUR CONTACT PREFERENCES
We're big fans of consent, so let us know how you'd prefer to stay in touch!
YOUR WILLINGNESS AND ABILITY TO TAKE INVESTMENT RISK
We need to understand the way your brain works in order to deliver the best possible results over the long term. So don't think too hard about these questions! Your intuitive responses are by far the best here: they'll help us craft a long-term investment strategy that you can truly consent to.
YOUR VALUES AND VIEWPOINT
At Ethical Capital, we maintain a unified ethical framework that applies consistently across all client portfolios. So this section isn't about creating a customized ethical approach for you specifically. Instead, we're gathering your insights to strengthen our collective standards. Because when one client raises a novel ethical concern, all of us benefit from their perspective.
You'd be surprised how many times clients with no professional background in investing or sustainability have steered us away from danger well before it was obvious. So thank you in advance!
YOUR FINANCIAL CONTEXT
YOUR FINANCIAL TEAM

Long-term investing is our sole focus at Ethical Capital. This specialty makes us somewhat akin to a surgeon. We are happy to offer practical guidance about anything we can — and are always interested to know more about our clients' lives — but most of what we do comes down to renovating and reassembling portfolios.

This means over the course of the lifetime we hope to work together, you will have needs we can't fulfill. For instance, you may need:

  • A financial planner to build out a detailed budget,
  • A money coach to help you get your hands around everything, or
  • A finance-informed therapist.

We know those kinds of people, and love working alongside them to support our clients.

REVIEW & SUBMIT

That's it for now!

We'll be in touch shortly!

In the meantime, you'll get a little something from Sloane in your inbox momentarily... a link to schedule an onboarding call.

Don't hesitate to reply directly to that email with any questions you may have, and welcome!