Why Did We Choose Altruist as Our Custodian?
Aug 1, 2023
1 min read
Updated: May 12
When deciding where to custody your accounts, we didn’t take the choice lightly. Our goal was to find a platform that prioritizes security, improves efficiency for both our clients and our team, and enhances how we manage investments.
That’s why we chose Altruist.
With this platform, we’re able to open accounts in minutes instead of days, streamline transfers without the need for paperwork or ink signatures, and provide you with 24/7 access to your performance and account details. Just as importantly, it allows us to use more advanced rebalancing tools, helping us manage your portfolio more effectively.
If you’d like a deeper look into our decision, you can review the attached PDF and a few key pages below.
