Replay
Investing with your head, heart, and hands
July 28, 2022

How do you address the tension between building a portfolio that connects to client values, and also sticks through market cycles without sacrificing returns? Watch Dasarte Yarnway, Altruist’s Head of Community, Dr. Wes Gray, Alpha Architect CEO/CIO, and Dr. Joy Lere, Co-Founder of Shaping Wealth, as they discuss how to navigate the emotions that come with financial decision-making, leveraging sustainable investing for long-term success, and aligning investments with client values through the “head, heart, and hands” approach.

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck

© 2023 Altruist Corp

3030 S La Cienega Blvd Culver City, CA 90232

Close Bitnami banner
Bitnami