Tax management
made simple.
Improve after-tax returns at scale with automated tax loss harvesting, tax-sensitive rebalancing, and more.
With Altruist you can:
Put tax savings
in cruise control.
Automate the highly quantitative, time-intensive tax management process to save time, and capture up to 2% tax alpha annually1 for any, or every household.
Custom tax rate settings.
Set personalized short term and long term tax rates to anticipate the tax consequences of a realized gain or loss.
Tax loss harvesting.
Turn on TLH to opportunistically realize losses and reduce clients’ total tax burden when rebalancing.
1 Tax Management tools are available for Advisor use only. Altruist does not provide tax or legal advice.
A tax-smart upgrade to the Model Marketplace.
TLH is free in any fee-based model.
Now, alongside time savings and easy-to-implement personalization, Model Marketplace users also get automated tax management.
Pair Tax Management with Altruist Direct Indexing.
With our Strategist model portfolios, you can invest your clients directly in hundreds of the largest U.S. stocks to reduce costs, increase transparency, and capture tax benefits for your clients.
Make the most of tax management with Altruist.
Featured Webinar
Mastering Tax
Management
Guidance
How Tax
Sensitivity Works
Guidance
How Tax Loss
Harvesting Works
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1 The Journal of Wealth Management, 2016. The Role of ETFs in Active Tax Management. Past performance never guarantees future performance. The referenced research did not consider Altruist LLC or its Tax Management Tools and is included for educational purposes only. Results will vary based on several factors, including, but not limited to, the tax management strategies utilized, a client’s individual tax situation, and the prevailing market conditions.
Altruist LLC (“Altruist”) offers registered investment advisors (“Advisors”) using the Altruist platform a suite of tax management tools (“Tax Management Tools”) which Advisors can use to provide tax management services to their clients. Tax Management Tools are available to Advisors through Altruist’s rebalancing software. The Altruist Tax Management Tools are intended for Advisor use only and Advisors are solely responsible for determining the tax management services they deem appropriate for their clients.
Tax laws and regulations are complex and subject to change, which can materially impact investment results. Altruist believes the information provided herein is accurate but does not guarantee that the information herein is accurate, complete, or timely. Altruist makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Advisors are solely responsible for monitoring client accounts to ensure Rebalancer and Tax Management Tools and settings are operating as intended. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and/or investment advisor regarding their individual circumstances. Review the “Altruist Tax Management Tools and Rebalancer Disclosures” on altruist.com/legal for more information.