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Investing For More

Ethos Logos Investments works exclusively with individuals, institutions, and family offices who seek to make an impact on the world through their investments. Integrating faith, morals, and ethics into an investment portfolio is a dynamic strategy for effecting both social and financial returns.

Socially Responsible Investing, Impact Investing, Thematic Investing, Community Investing and ESG represent a wide spectrum of values, all of which may not directly reflect an investor's convictions. Ethos Logos provides the resources necessary to truly customize a portfolio that can insulate clients from activities they'd be morally opposed to profiting from or being complicit with, while also using investments to proactively effect positive change.

Where do YOU fall on the spectrum? Can Ethos Logos Investments match up?

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Our Process

Your goals are different. You want to do well while doing good. It’s not about sacrificing returns, it’s about expanding them. This requires a different conversation, a different process, and a partner who cares as much as you do.

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Our Resources

The mission we share with our clients is important. Doing it right means having the right resources. Ethos Logos was created for a special purpose and that requires special partners.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Investing for Individuals & Family Offices

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Investing for Institutions

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Ready to Have a Different Kind of Conversation About Investing?

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