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Why Windle Wealth is moving $150m to Altruist

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Investing with your head, heart, and hands
July 28, 2022

How do you address the tension between building a portfolio that connects to client values, and also sticks through market cycles without sacrificing returns? Watch Dasarte Yarnway, Altruist’s Head of Community, Dr. Wes Gray, Alpha Architect CEO/CIO, and Dr. Joy Lere, Co-Founder of Shaping Wealth, as they discuss how to navigate the emotions that come with financial decision-making, leveraging sustainable investing for long-term success, and aligning investments with client values through the “head, heart, and hands” approach.

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