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Turnkey Employer Plans

 

Etico has a turnkey, cost efficient solution where our investment management team does all the heavy lifting. We curate a fund menu from a universe of over 10,000 funds utilizing a repeatable process focused on performance and cost efficiency.

Intuitive Turn-Key Platform

 

Our plan is comprehensive and doesn't require any heavy lifting or outside services. The platform empowers employers to dynamically view information and make changes quickly. 

Intelligent Investments
 

As a 3(38) fiduciary, plan investments are curated from a list of individual funds, including target date funds, with a focus on fees and suitability.

 

Our own Quartz Partners risk-based portfolios that adapt to changing market environments, are also made available within the plan at no additional cost. 

Cost Efficient
 

Each dollar spent on plan fees is one less for an employees retirement or growing a business. Our plans are designed to drastically lower plan fees while providing a better total retirement plan solution.

Schedule a Demo to learn more about Etico's employer plan solution

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Learn more about Etico Partners, LLC a registered broker-dealer (Member FINRA/SIPC) and Quartz Partners, LLC (dba "Etico Private Wealth") a, U.S. Securities and Exchange Commission ("SEC") registered investment investment adviser and our investment professionals on FINRA's BrokerCheck. These entities are affiliated through common ownership and control, and share office space and personnel. We urge all visitors on our site to review our important disclosures in their entirety including our Client Relationship Summary by clicking here. Use of the term “registered investment adviser” or being “registered” with the SEC, any state securities authority or self-regulatory organization does not imply a certain level of skill or training but only indicates that our firm has registered our business with state and federal regulatory authorities.

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THIS WEBSITE IS INTENDED FOR U.S. INVESTORS ONLY.

ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • ARE NOT INSURED BY ANY GOVERNMENT AGENCY •
MAY LOSE VALUE • DO NOT PROVIDE TAX ADVICE • PERFORMANCE IS NOT GUARANTEED

© 2022 Etico Financial, LLC, Etico Partners, LLC, Quartz Partners, LLC.  All Rights Reserved.

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