Empower clients to achieve impact AND financial goals
Assess client impact, find assets using 350,000+ impact ratings, and align client portfolios with client values
Climate Action
A
Racial Justice
B
Gender Equality
C
Access to Healthcare
D
Innovation
F

Ethos for Financial Advisors: how it works

1

Assess

Impact Assessment
Engage clients and leads with a 3-5 minute Impact Assessment, simple meeting views, and impact reports

2

Recommend

A F
Find the right assets for your clients with 350,000+ impact ratings covering ~10,000 stocks, funds and bonds

3

Align

Align portfolios
Easily generate investment ideas and proposals to better align a client's portfolio with the client's causes
or