CEO Doug Scott looks back on the road to $5 billion, and lends insight into where we’re headed next.
CEO Doug Scott looks back on the road to $5 billion, and lends insight into where we’re headed next.
As we reflect on where we are today, we’re filled with excitement and energy. We have come a very long way in a short time, and we have a unique and tremendous opportunity ahead.
We have embarked on a bold mission to change the world.
Every day our team works tirelessly to empower wealth advisors and institutional investors to create portfolios that align personal values with financial goals. We’re now serving 200 firms across several client types, including RIAs, family offices, networks (e.g. wirehouses, roll-ups, aggregators), and institutional investors (e.g. consultants, endowments, foundations, insurance companies). We see a future that is increasingly personalized and sustainable, and we’re helping our community proactively position for this future.
Like any bold ambition, the road to achievement is anything but easy, so it’s important to take time to celebrate major milestones along the way. That’s why today I’m excited to announce that, as of the end of last quarter, Ethic has surpassed $5 billion in assets!
This is a huge milestone for us. I’m very thankful for each and every team member, client, partner and community member that has helped us achieve this incredible milestone. This achievement, coupled with our recent expanded Ethic announcement, makes me very excited about our path ahead.
Onwards,
Doug
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