Webinar Announcement: Values Aligned Investing: A key to growth and differentiation for financial advisors
November 17, 2020 @ 12:00 pm - 1:00 pm
Webinar Announcement:
Values Aligned Investing: A key to growth and differentiation for financial advisors
When: Nov 17, 2020 at 12:00pm Central Time
Where: Register via zoom here
Who: Jay Lipman, Co-Founder & President, Ethic Inc.
Join this webinar featuring Ethic Inc. to hear how values-aligned investing can be used as a practice management tool for your business. Co-Founder Jay Lipman will discuss how advisors can rely on values-aligned investment solutions to deepen relationships, engage with the next generation, and prospect with intention and differentiation.
Ethic is a tech-driven asset manager that builds sustainable passive equity portfolios. As an end-to-end sustainability solution, Ethic can help you engage, acquire and retain clients through values-aligned investing.
Ethic’s public equity Flagship ESG Model seeking to address Climate Change, Corporate Ethics, and Human Rights
Available across US (IVV), International (EFA), or Global (ACWI) exposures
Model minimums and fees: $125,000, 0.28%
Receive access to Ethic’s technology platform: Deliver transparency to clients and prospects around what they own today compared to a values-aligned alternative
Reach out to Anthony Marcozzi for an Ethic platform demo, or Rich Conley (952-832-0039 ext 9) for more information on the Simplicity Solutions partnership.
Simplicity Solutions, LLC is an investment adviser registered with the SEC (see Simplicity Solutions’s website for further information and full disclosures).
Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Ethic’s current written disclosure statement is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Ethic does not render any legal, accounting, or tax advice. Ethic recommends all investors seek out the services of competent professionals in any of the aforementioned areas. Ethic cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. All investments involve risk, are not guaranteed, and may lose value.
