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WEALTH MANAGEMENT

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A HERITAGE OF SUCCESS

Tremendous acumen of global markets and their strategic inflection points across specific sectors has led to our history of exceptional success. Our clients have access to an open book of elite funds including Goldman Sachs, T Rowe Price, American, Oakmark, Fidelity, Janus, Parnassus, and Matthews, all with no transaction fees and no-loads. We also provide optional luxury investments, specializing in art, to hedge against conventional markets.

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INVESTING OPTIONS
  • Listed and OTC equities and ADRs

  • ETFs and Closed-End Funds

  • 15,000+ mutual funds

  • 6,500+ No Transaction Fee mutual funds

  • No-load mutual funds

  • Load-waived mutual funds invested at NAV (front-end, back-end and dual-load shares)

  • Fixed income, including bonds and CDs

  • Options

  • Insurance

  • Precious Metals

  • Art

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CLEARING AND CUSTODY

Altruist is an SEC-registered broker-dealer and a
member of both the Financial Industry Regulatory
Authority (FINRA) and the Securities Investor
Protection Corporation (SIPC). Your money is
protected and Altruist is subject to strict oversight
by multiple entities.

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ACCOUNT PROTECTION AND SECURITY

We keep your information safe with around the
clock monitoring and AES 256 encryption. Altruist
earned a SOC 2 Type 1 Report, which means an
independent auditor has examined our systems for
the security, processing integrity, availability, and
continuity of your data.

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