Get time savings and easy-to-implement personalization at an industry low cost.
With fractional shares you can assign any individual or combination of pre-built models to any account in a few clicks.
Mix and match strategies within Unified Managed Accounts to address unique client needs.
Model fees and transaction costs are bundled into one number that can be absorbed or passed on to the client.
Simplify portfolio management with access to over 350 models, covering a wide range of strategies, from household investment management names.
Take advantage of Altruist's pre-built models, with options starting at 0 basis points and our own Direct Indexing offering.
Use multiple investment strategies as building blocks for an individual portfolio or client account (and only pay for what you use).
Portfolio updates are automatic, tax-aware, and considerate of cash management requirements.
Tyler Purcell, Kiplinger Wealth Advisors
This testimonial was given by a current client or investor. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/.
This testimonial may not represent the experience of others and it is not a guarantee of results.
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