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Ethos Advisors
Accountants, Attorneys and other Professions
In a way, we serve as a client’s financial concierge. If we don’t know the answer, and/or we need to bring in other experts, we will carefully coordinate and collaborate with your professionals or our extended team to be sure your issues are addressed.
The Teams Behind the Scene
Regulatory and Compliance Team
Regulatory and Compliance Team
Regulatory and Compliance Team
Our regulatory and compliance team provides continuous support and knowledge to stay on top of complex global regulatory requirements and initiatives. While the regulatory landscape is continuously evolving, our team manages the complexities of these matters to help us maintain Ethos's compliance requirements at all levels. Maintaining regulatory requirements is an essential component of our business, and an assurance to our clients that we have this aspect of the business well covered.
Other Financial Partners
Regulatory and Compliance Team
Regulatory and Compliance Team
We currently work with Charles Schwab & Company, Inc, Inspira Financial and StoneX Group as third party custodians. These firms are the safekeepers of clients assets. Clients receive statements directly from the custodian for each account in the their name. We also have partners in technology, trading, portfolio reporting, portfolio management, research and more that allows us to perform at a level in which our clients expect. These things are largely behind the curtains to clients, but are robust platforms that help clients achieve their goals.
