Sustainable Asset Manager Ethic Launches Client Advisory Council

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Group aims to further align product with advisors’ needs, share best practices for sustainable investing

"Our Advisory Council will offer a forum for productive dialogues that enable Ethic to better support advisors and their clients at every stage of their values-aligned investing journey.” - Alex Laipple, head of business development at Ethic

Ethic Inc. (“Ethic”), the tech-driven asset management platform that powers personalization for advisors, today announced the formation of an inaugural Client Advisory Council ​​that will help shape the company’s future strategy and product development. This initiative reflects Ethic’s ongoing commitment to providing advisors with the tools and resources they need to enhance their understanding of sustainability concepts and deepen their relationships with end clients.

The newly established Council comprises prominent voices from top wealth management firms, collectively representing more than $58 billion in assets, that partner with Ethic to offer custom sustainable investment portfolios. Each member has demonstrated an embracement of responsible wealth stewardship principles, seeking to create long-term value for clients and their families while supporting sustainable outcomes for the economy, the environment, and society.

The Council will convene for the first time at a kickoff event in December—and biannually thereafter—to share diverse perspectives that reflect emerging practice management considerations, end-client needs, and industry advancements. Members’ valuable feedback will serve to inform Ethic’s product roadmap, communications efforts, strategic planning, and more. It will also help to ensure that Ethic remains well positioned to continue delivering value to financial intermediaries, their clients, and the industry at large.

“At Ethic, we’re firm believers in the power of collective action and community as a means of driving positive outcomes,” said Alex Laipple, head of business development at Ethic. “It is through collaboration and knowledge sharing that we are able to tackle complex issues and make continuous, incremental improvements—both in our industry and the wider world. Our Advisory Council will offer a forum for productive dialogues that enable Ethic to better support advisors and their clients at every stage of their values-aligned investing journey.”

Select founding members of Ethic’s Client Advisory Council include:

Jennie Sowers, KORE Private Wealth
Bud Sturmak, Perigon Wealth
Ann Gookin, Freestone Capital Management
Emily Green, Ellevest Private Wealth Management
Nick Gerace, Dynasty Financial Partners
Mordechai Fishman, JSF Financial
Lauren Sercu, Sepio Capital
Nick Flores, Caprock
Gary Hirschberg, Aaron Wealth Advisors
David Wolf, BSW Wealth Partners
Mark Mathers, Beacon Pointe Advisors
Peter Klein, Aline Wealth

“We’ve been continually impressed with Ethic’s focus on user experience, as part of which its team is constantly seeking new ways to engage and activate its advisor community,” said Jennie Sowers, partner at KORE Private Wealth.* “The Council will offer further opportunity to engage in meaningful discourse and collective problem-solving that further advances the industry. I’m looking forward to joining this group of impact-minded individuals to explore solutions that help us better serve our end clients—all while seeking to drive sustainable outcomes.”

Laipple added: “We’re grateful to our Council members for lending their time and formidable expertise as we work toward our shared vision of a more sustainable, equitable future.”

Ethic augments advisors’ human guidance with digital solutions that meet the growing demand for personalization and values-aligned investing. It currently manages more than $1.3 billion in assets. For more information, please visit ethic.com.

About Ethic
Ethic is a leading provider of sustainable direct indexing strategies for financial intermediaries. The company enables advisors to personalize a given index to correspond with a client’s investment, values, and tax management preferences, while seeking to minimize tracking error to the underlying benchmark. The Ethic offering is available to advisors custodying with Fidelity, Charles Schwab / TD Ameritrade, U.S. Bank, or Pershing. The company is backed by investors including Oak HC/FT, Nyca Partners, Fidelity Investments, and ThirdStream Partners. Ethic is an SEC Registered Investment Adviser based in New York City.

*KORE Private Wealth (“KORE”) is a client of Ethic. KORE is not being compensated in connection with this statement.

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Emma Smith
Ethic
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