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Manage episode 295992937 series 1276063
Por William Bissett, CFP, William Bissett, and CFP descoberto pelo Player FM e nossa comunidade - Os direitos autorais são de propriedade do editor, não do Player FM, e o áudio é transmitido diretamente de seus servidores. Toque no botão Assinar para acompanhar as atualizações no Player FM, ou copie a feed URL em outros aplicativos de podcast.
Today we are pleased to welcome Luke Wilcox, CEO and founder of Ethos, to the podcast. Luke was part of the most recent RevTech Labs program and we got the chance to sit down with him and a few of his classmates to talk about their experience with the world class program as well as learn more about their businesses. Ethos is a first-of-its-kind FinTech platform to align your money with the causes you care about, including racial justice, climate change, LGBTQ equality, and more. Essentially, it is a tool allowing investors and their advisors identify the causes most important to them and then screen the investment world for opportunities best fitting for them. Luke started this as he was trying to identify investments whose causes aligned with his own and it has grown rapidly since then. At first Luke was targeting individual investors only but he has allowed the platform to grow and is working with financial advisors and others to broaden it's reach. Luke started his career with McKinsey and clearly learned a lot about business and growing them. Luke is bringing that skillset to Ethos as it expands its screening capabilities and continues to grow the number of advisors and investor on the platform. Listen in to today’s shorter podcast to learn more about the business model and how Charlotte has and continue to help Ethos grow. William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.