Experts handle the portfolio, giving you more time for clients.
Experts handle the portfolio, giving you more time for clients.
A seamlessly integrated investment experience built for helping financial advisors and their clients grow.
Open new accounts, trade, bill, and report performance all in one spot while providing your clients with a beautiful experience through our mobile app.
Outsource portfolio research and implementation to best-of-breed asset managers at industry-low costs without sacrificing flexibility or tax efficiency.
Efficient screening, effortless click-to-trade, and total transparency at industry-leading prices.
² Review the Altruist LLC Fee Schedule, available on altruist.com/legal or information regarding fees and expenses associated with the Model Marketplace. For information on fees and expenses associated with Altruist Financial LLC, view the Altruist Financial LLC Fee Schedule.
Altruist LLC and its affiliates (together, “Altruist”) and the Model Marketplace model providers do not render investment advice to retail clients, rather Altruist makes available certain model portfolios for independent RIAs’ use in managing their retail investment clients’ assets. RIAs are responsible for suitability of all transactions in and decisions regarding client accounts, and must maintain discretion over client accounts which are subscribed to Model Marketplace model portfolios. For more information on Altruist’s Model Marketplace please see the Form ADV Part 2A, Model Marketplace Agreement and Model Marketplace Fee Schedule on altruist.com/legal.
Outsource to best-of-breed
asset managers
Mix and match from over 500 professionally managed models from top asset managers starting at 0 basis points with no transaction fees.¹
¹Other fees apply. See the Altruist LLC Fee Schedule to learn more.
Improve your clients’
after-tax returns
TaxIQ tools including proactive tax-loss harvesting, tax sensitivity settings, and capital gains budgeting can help boost after-tax returns and are included in fee-based models at no additional cost.²
Customize investment strategies to your clients’ needs
Tailor investment strategies and construct unified managed accounts based on unique preferences and features like direct indexing.
In addition to hundreds of professionally managed models covering a breadth of strategies, advisors now have access to proactive tax-loss harvesting, direct indexing, capital gains budgeting, and more.
The Model Marketplace's low costs and time savings—now with even smarter features.
“Not spending time on trading, freeing up my time to be with clients!”
– Tyler, Stockbridge Wealth Partners
“Not spending time on trading, freeing up my time to be with clients!”
– Tyler, Stockbridge Wealth Partners
“Ease of use, ease of management.”
– Ben, FCG Wealth
“Ease of use, ease of management.”
– Ben, FCG Wealth
“I can customize clients' portfolios to match their risk and values.”
– Gerald, Lifestyle Financial Services
“I can customize clients' portfolios to match their risk and values.”
– Gerald, Lifestyle Financial Services
These testimonials were given by current customers. Neither Altruist nor its affiliates paid for these testimonials, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models made available by our registered investment adviser (Altruist LLC). These testimonials may not represent the experience of others and they are not a guarantee of results.
