Broker Check

Ethos Strategic Alliance

Affiliated with Ethos Financial Group:

Ethos is an investment advisory firm offering a comprehensive suite of platform services including compliance, portfolio analysis, execution services, marketing support, multi-account performance reporting, and a bevy of other practice management tools.

The Ethos team has experience delivering advanced risk and performance analysis for multi-billion dollar institutions and portfolios. Front Street Financial partners with Ethos to create portfolios engineered to preserve capital, perform at all stages of the business cycle, and source multiple drivers of growth (beyond just U.S. or global equities).

Together we combine a fundamental understanding of global markets, insights from a host of leading institutional managers and an advanced risk management framework to profit from global economic developments, good or bad.

James W. Judge, CFA - President

Mr. Judge has over 12 years experience including five years serving as an analyst, trader and portfolio manager for two institutional asset management firms. Jim has also served as the lead portfolio manager for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans.

Jim graduated from Boston College in 2004, and is currently a Wharton Executive MBA candidate.

Daniel C Guy, CFA, CAIA - Managing Member

Dan is responsible for implementation and trading of Ethos's strategies and management of the advisor services platform. Dan is a member of the Ethos investment committee. He has over 5 years of experience including five years serving as an analyst for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. University of Delaware undergrad.

Ethos is located at

2011 Renaissance Boulevard

Suite 210 

King of Prussia, PA 19406


www.ethosfg.com