Ethos Strategic Investments

Overview

Ethos Strategic Investments operates as a small, fee-for-service advisory firm that emphasizes equity-centered portfolio management and financial planning. The firm’s filings show it runs discretionary portfolios and offers traditional planning work and pension consulting for individuals, small businesses and institutions. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements, which supports a mix of ongoing investment management and project-based advisory work. Investment activity centers on publicly traded equities as the dominant exposure, with a clear preference for exchange-traded instruments. The firm also allocates to third-party real estate strategies and uses mutual funds as part of its building blocks. Ethos Strategic Investments is not designated as an active ESG investor and is structured as a single-state, limited liability company serving a narrow client base from one office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices