Direct Indexing on Altruist
May 25, 2022
At Altruist, we’re always looking for ways to help advisors deliver value to their clients. That’s why we’ve launched the Strategist series, a tax-aware and low-cost way to invest your clients’ money. Join Jason Wenk, Altruist founder & CEO, and Adam Grealish, Head of Investments as they discuss the vision of direct indexing at Altruist, the future of the Strategist series, and how you can use this approach with your client portfolios today.
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