Everything you need to know about custodians

Everything you need to know about custodians

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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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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)

the Guide