The Custodian Buyer's Guide| Altruist

Everything you need to know about custodians

Jason Wenk, the founder and CEO of Altruist, built two multi-billion-dollar RIAs* and has coached hundreds of emerging advisors toward success.

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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.

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About the expert

Critical insights to make informed choices for your firm, today and tomorrow.

Jason Wenk
CEO & Founder, Altruist

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Strategy 1—
Focus your growth

Strategy 2—
Find and build your community

Strategy 3—
Simplify your tech

What's inside

The Custodian Buyer's Guide breaks down the essential aspects of custodian services, and their effects on both your firm and on your responsibilities towards clients. This guide is designed to help you navigate the process of choosing a custodian that aligns with your long-term business objectives, especially in light of evolving regulatory requirements.

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Decipher Custodian Operations

(in 8 minutes or less)

Unpack what self-clearing custodians do, how they differ, and why it matters for your firm and clients.

Understand The Business Model

Understand how custodians generate revenue and what it means for your business, without the fluff.

Analyze Their Influence

Explore how the choice of a custodian influences your firm's operations, technology, client satisfaction, and bottom line.

Evaluate The User Experience

Delve into the factors that impact portfolio performance and the user experience of both advisors and clients.

Make Your Best Decision

Gain insights into evaluating custodians beyond the surface, focusing on long-term partnership potential.

(in 8 minutes or less)

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