Ethos Private Wealth

Ethos Private Wealth offers investment advisory services to clients through both discretionary and non-discretionary accounts. These services include ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. Ethos creates an Investment Policy Statement for each client to aid in selecting a suitable portfolio. They also offer Family Wealth Services, providing portfolio management and administrative services. Ethos may recommend rolling over assets from an employer's retirement plan to an IRA managed by them, which presents a conflict of interest.