Scaling personalization
Scaling personalization:
How to simplify custom portfolio creation
Date and time
Thursday, November 20, 2025
10 am PT / 1 pm ET
Learn how advisors on the Altruist Platform can access Main Management — a top-tier investment strategist offering complimentary model support to help you deliver more personalized portfolios.
In this webinar, you’ll see how Main Management’s custom investment models align with Altruist’s Unified Managed Account (UMA) technology and portfolio tools, including:
- Automated rebalancing to keep portfolios aligned with client goals
- Tax optimization to help improve after-tax outcomes
- Household-level management for more holistic portfolio oversight
Together, these capabilities help advisors deliver more personalized portfolios and stronger outcomes for clients.
The Altruist Platform — empowering advisors with flexibility, efficiency, and advanced UMA functionality.
Main Management — providing institutional-caliber custom model solutions designed to elevate your practice.
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.
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Speakers
Jacob Walther
Senior Portfolio Specialist, Altruist
Darol Ryan
Managing Partner, Main Management
James Maxwell
Director, Main Management