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WealthStack
May 31 (Pre-Conference Day) - June 3
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Ethic

Profile

Ethic is a leading independent provider of direct indexing strategies for financial intermediaries. Our scalable technology platform enables personalization at scale, delivering passive equity portfolios that reflect clients’ unique sustainability, financial, charitable giving and tax management preferences. Each of these portfolios seeks to outperform on impact and client experience while closely tracking the underlying benchmark.

Ethic also offers an array of supplemental features, including data-rich impact reporting and educational materials, that position advisors to lead meaningful conversations around sustainability.