Structured Products
on Altruist: Trading, custody, and real-world practical use
Structured Products on Altruist:
Trading, custody, and real-world practical use
Thursday, March 26, 2026
10-10:45 AM PT
1-1:45 PM ET
Join Altruist for a live conversation with our team and wholesale partners Luma, iCapital, Barnabas, Halo, and Insperex as we break down how Structured Products work on the Altruist platform from execution through ongoing servicing.
Structured Products are gaining interest among advisors, but questions around trading mechanics, custody, and day-to-day use remain. In this session, we’ll focus on the practical realities advisors care about most and how Altruist and its partners support the full lifecycle of a Structured Product.
What you’ll learn
- How Structured Products are traded and custodied on Altruist, including what happens after execution
- Best practices for working with wholesalers throughout the Structured Product lifecycle
- Common use cases and considerations, and how advisors are positioning Structured Products alongside other investments
- How wholesale partners support advisors and where they see Structured Products adding value in portfolios today
The session will conclude with a live Q&A, giving you the opportunity to ask questions and walk away with practical insights you can apply right away.
Watch the replay
Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.
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
Moderators
Michael Miller
Altruist
Principal, Product and Strategy
Brady Beals
Luma Financial Technologies
Managing Director, Head of
Investment Solutions
Speakers
Dan Magnetta
Barnabas Capital
Head of Investment Strategy
Tom Baughman
iCapital Network
Managing Director, Head of Advisor
Distribution – Structured Investments
Julian Bloom
Causeway
Managing Director of Sales
Chris Sullivan
Halo Investing, Inc.
Regional Vice President
Brandon Laczkowski
InspereX
Managing Director, Head of WM
Institutional RIA Sales
Structured products are complex investment vehicles that involve significant risks and may not be suitable for all investors. These securities are typically unsecured debt obligations of the issuing bank and are subject to the credit risk of the issuer. Structured products are not deposits, are not insured by the FDIC, and are not guaranteed by any bank or government agency.
Investment returns and principal repayment depend on the performance of one or more underlying assets and on the terms of each specific note. Any references to defined outcomes, income potential, or downside protection are hypothetical and not guaranteed. Structured products may have limited or no secondary market and should generally be held to maturity.
Altruist Financial LLC (“Altruist”) does not issue structured products. All structured notes available through Altruist are issued by third-party banks and distributed through external wholesalers. Altruist provides trade processing, custody, and reporting functionality only and does not recommend or endorse any particular issuer, wholesaler, or product.
Fees, costs, and embedded issuer charges may apply and could reduce overall returns. Please refer to the Altruist Financial LLC Fee Schedule and the offering documents provided by the product issuer for additional information.
Structured products are intended for investors who understand the risks associated with derivative-based investments. Advisors are responsible for assessing suitability prior to recommending any structured product investment.