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Why Windle Wealth is moving $150m to Altruist

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Investing in Tomorrow
October 17, 2023

In today’s ever-changing investment landscape, RIAs face the challenge of not only safeguarding their clients’ financial well-being but also staying ahead of emerging investment opportunities. Join our webinar, presented by Altruist and Private Shares Fund, as we provide RIAs with essential knowledge and strategies to benefit their clients and optimize their investment portfolios.

Learn how late-stage venture-backed companies, particularly firms leading the way in generative AI technologies and cybersecurity, can be valuable additions to your clients’ portfolios. Discover opportunities to diversify investments, potentially generate higher returns, and mitigate risk in an evolving market. Our experts will share insights on how these sectors are reshaping industries and offer practical strategies to capitalize on their growth.

Don’t miss this opportunity to equip yourself with the tools and insights needed to successfully integrate late-stage venture investing in your practice. Watch this webinar and empower both yourself and your clients to make informed and forward-thinking investment decisions that align with their financial goals.

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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