Ethos Advisors

---

At Ethos, our regulatory and compliance team provides ongoing support and expertise to navigate the complex global regulatory landscape. As regulations continually evolve, our team is dedicated to managing these complexities, ensuring that Ethos meets compliance requirements at every level.

Maintaining regulatory compliance is not just a requirement; it’s a fundamental aspect of our business that assures our clients we are committed to upholding the highest standards. You can trust that we have this critical area well covered, allowing you to focus on your financial goals with confidence.

At Ethos, we partner with reputable third-party custodians, including Charles Schwab & Company, Inc., Inspira Financial, and StoneX Group, to safeguard our clients’ assets. These firms serve as the reliable custodians of your investments, providing direct account statements to you for complete transparency.

In addition to custodial services, we collaborate with technology and trading partners for portfolio reporting, management, research, and more. While much of this infrastructure operates behind the scenes, these robust platforms empower us to deliver the high level of service and performance our clients expect. We are committed to utilizing these resources to help you achieve your financial goals.