At Altruistic Investing, we’re all about the future: your future, our future, and the future of investments as a whole.
After all, investing — at its most basic and natural level — focuses on the future. So what we do, what we offer, lets us bring it all back to that basic level. Using a bit of complex technical innovation, yes, but still… basic for you.
Why? Because our goal is to make investing accessible to everyone and provide wealth management above and beyond the standard, cookie-cutter pie chart. We shun the old idea which implies only the wealthy can have access to world-class risk management strategies. We believe, with just a bit of guidance, a dash of common sense, and an exclusive algorithm-based platform (that’s where we come in), everyone can benefit.
Discover more about what we like to call our algorithmic virtual advisor. Think that sounds like you’ve got your own personal portfolio-managing robot? Awesome. It’s what we were going for.
We believe you should be investing your hard-earned dollars. Why not enjoy our revolutionary asset management strategies that seek to minimize risk in down markets and outperform over full economic cycles? Whether it’s the money you saved by not going on that trip to Europe, or the year-end bonus you earned, you can get started with us for as little as $5000!
It is our mission to make that happen.
By addressing risk head-on, we help clients improve their financial portfolio through a revolutionary process called dynamic risk hedging. A bit complex sounding perhaps, but we’re financial geeks after all, and we can’t help ourselves.
Bottom line: our efforts are designed and engineered to protect your wealth by reducing risk in down-markets while growing your investment portfolio in up-markets.
Find out more about the Altruistic Investing process and how it is geared to help clients take advantage of the world’s first algorithmic virtual investment advisor.Learn More
Our exclusive, five-step, algorithm-based portfolio management process, DRH, changes what you thought you knew about investing.
Exchange Traded Funds bolster investor portfolios by limiting capital gains taxes. Free of commissions, ETFs are the brilliant but often overlooked alternative to mutual funds.
Cost is important, but so are other factors we look at. Learn more about our rules-based hybrid investing.
Bragging isn’t normally our thing, but more than seventy years of combined experience is pretty impressive. The fun part? We brought all of it to the table when developing our unique approach to wealth management.
Yes, you do have the money to start investing, and we’ll prove it to you. Find out how Altruistic Investing and our algorithm-based investment platform is changing the face of the financial industry - making it friendlier and more inclusive.
Revolutionary. Groundbreaking. Innovative. Regardless of all these exciting and alluring terms, it comes down to this - the proactive functions of our proprietary AVA work 24 hours a day, actively searching out risk to protect the integrity of your portfolio.
Altruistic Investing uses a groundbreaking Algorithmic Virtual Advisor. We implement a disciplined investing strategy that uses low-cost, tax-efficient, and commission-free exchange-traded funds. We believe effective portfolio management begins with an understanding of risk and the ability to distinguish between perceived and actual threats to a portfolio. All financial markets are subject to varying degrees of volatility.
We strive to manage uncertainty by adhering to a disciplined, multi-strategy approach that incorporates non-correlated assets.
Our Algorithmic Virtual Advisor (AVA) has revolutionized money management,
making it accessible to everyone.
Altruistic Investing, LLC. is a Registered Investment Adviser (Firm CRD# 289016 / SEC# 801-110892) with the Securities & Exchange Commission.
In the event of custodian insolvency, we provide solid security and client asset protection through the purchase of supplemental insurance, as well as the protection of up to $500,000 provided by the Securities Investor Protection Corporation (SIPC).
Acting as the discretionary investment manager, Altruistic Investing, LLC entrusts a third-party institutional custodian to open accounts, hold assets, and perform other useful functions.
The Federal Deposit Insurance Corporation (FDIC®) insures all cash deposits that are made to the custodian that holds our assets. FDIC protection covers amounts up to $3 million for individuals and $6 million for joint account holders.