Ethos Financial Group, LLC
Status
ACTIVE
Global HQ
King Of Prussia, Pennsylvania
Countries of investment
- USA
Investment stages
- Pre-Seed
- Seed
- Series A
- Series B
- Series C
Industries
- Fintech
- Real Estate Tech
- Insurance Tech
- Data science
About
Ethos Financial Group provides investment management, financial planning, and wealth advisory services with a focus on tailored strategies and personalized service to help clients achieve their goals.
Ethos Financial Group provides investment management, financial planning, and wealth advisory services with a focus on tailored strategies and personalized service to help clients achieve their goals.
Investment Thesis
Ethos Financial Group offers a boutique fiduciary model to Ultra High Net Worth (UHNW) families and institutions, preserving highlevel service through bespoke solutions tailored to each client’s individual needs and preferences.
Portfolio
SCHB
BOXX
AAPL
EFA
SCHX
VT
SCHG
MOAT
SGOL
IWF.