Ethos Logos Investments works exclusively with individuals, institutions, employers, 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.
We believe in the impact of conscientious people investing intentionally. We’ve witnessed its power and experienced its influence. Our passion is working with people who are serious about their mission.
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.
We offer fee-based financial plans, fee-based advisory accounts, commission only brokerage accounts, life insurance and annuities (including products offered by Catholic Order of Foresters).
We also offer an extremely robust SRI and faith-based 401k & 403b platform. Now, employers can empower their employees to honor their conscience with money that is locked up in their retirement plan.