Your RIA.
Your way.
Save time, cut costs, and exceed client expectations with the only custodian made by, designed with, and built exclusively for independent advisors.
“
Works like a champ – Just opened up three accounts in less than a minute.”
David Hicks, Oakmont Advisory
This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available
by our registered investment adviser (Altruist LLC). The promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. David Hicks has a personal investment in Altruist Corp which presents a conflict of interest due to them potentially benefitting financially from the company’s success. This relationship may influence their statements. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee
of results.
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