For Institutions

Values-Aligned Investment Solutions for Forward-Thinking Organizations

Forward-thinking institutions need investment partners who understand both fiduciary excellence and values alignment.

Ethical Capital provides sophisticated values-aligned investment management services tailored to foundations, endowments, pension plans, and mission-driven organizations that refuse to compromise between returns and values.

Why Choose Ethical Capital?

🎯 Mission Driven

100%

Committed to this work

This isn’t a side business - we’re fully committed to values-aligned investing as our core mission

πŸ“Š Market Native

πŸ’š

Genuine love for finance

We live and breathe this stuff - deep market expertise with authentic passion for investment analysis

πŸ”¬ Evidence Based

Research

Driven approach

Deep research on both exclusions and long-term wealth management strategies

Our Institutional Strategies

%%{init: {"theme":"base"}}%%
flowchart TD
    A[Institutional Values Mandate] --> B{Strategy Selection}

    B -- "Capital Appreciation" --> C["Growth Strategy: The Best Investing I Can Do"]
    B -- "Income Generation" --> D["Income Strategy: For People Who Want to Do Stuff with Their Money"]
    B -- "Risk Management" --> E["Diversification Strategy: For Sequence of Returns Risk or Market Jitters"]

    style A fill:#f8fafc,stroke:#581c87,stroke-width:2px,color:#581c87
    style B fill:#581c87,stroke:#581c87,stroke-width:2px,color:#ffffff
    style C fill:#6b21a8,stroke:#6b21a8,stroke-width:2px,color:#ffffff
    style D fill:#7c3aed,stroke:#7c3aed,stroke-width:2px,color:#ffffff
    style E fill:#a855f7,stroke:#a855f7,stroke-width:2px,color:#ffffff

Institutional Due Diligence Resources

πŸ“‹ Investment Committee Materials

  • Strategy overviews
  • Performance analysis & attribution
  • Risk assessment procedures
  • Ethical screening methodology documentation

View Due Diligence Package

πŸ“Š Compliance & Reporting

  • Accurate performance measurement and reporting
  • Quarterly reviews with attribution
  • Annual strategy assessments
  • Regulatory compliance documentation

View Due Diligence Package

πŸ›οΈ Governance Support

  • Board presentation materials
  • Investment policy guidance
  • Fiduciary education on values-aligned investing
  • Ongoing transparency & communication

View Due Diligence Package

Implementation Process

%%{init: {"theme":"base"}}%%
flowchart LR
    A["Initial Consultation: Mission and objectives review"] --> B["Custom Proposal: Tailored solution design"]
    B --> C["Due Diligence: Investment committee materials"]
    C --> D["Implementation: Account setup and funding"]
    D --> E["Ongoing Management: Reporting and rebalancing"]

    style A fill:#581c87,stroke:#581c87,stroke-width:2px,color:#ffffff
    style B fill:#14b8a6,stroke:#0f766e,stroke-width:2px,color:#ffffff
    style C fill:#f59e0b,stroke:#d97706,stroke-width:2px,color:#ffffff
    style D fill:#dc2626,stroke:#dc2626,stroke-width:2px,color:#ffffff
    style E fill:#16a34a,stroke:#16a34a,stroke-width:2px,color:#ffffff

Ready to Explore Institutional Values-Aligned Investing?

Let’s Align Your Mission with Your Investments

Schedule Institutional Consultation Request DDQ Package

Institutional Team: hello@ethicic.com
Direct Line: +1 347 625 9000

All discussions are confidential and subject to institutional suitability standards.

Ethical Capital Investment Collaborative LLC is a registered investment adviser. Institutional services are available to qualified institutional investors subject to minimum investment requirements and suitability standards.