FAQs - Company Information
Plain and simple: Our mission is to invest wisely to help you make money. Not by blindly taking on risk or lining our pockets with hidden fees, but by hearing about your financial goals. We’ll apply our advanced algorithms and decades of experience to strategically invest money where we know it will grow. We manage the risk, you invest with confidence. We also donate a portion of our management fees to high-impact vetted charities, because it’s just the right thing to do.
Altruistic Investing is a next-generation virtual advisor. Our algorithm brings a revolutionary hybrid approach to investing that incorporates passive index funds with dynamic risk hedging and market based rebalancing. This means we try to limit losses if the market enters a downturn.
Betterment and Wealthfront offer no dynamic risk management in accounts. We at Altruistic Investing believe there is a better way to manage money and we do this based on risk budgeting techniques. We also give 1% of all management fees to charity.
Our risk budgets are calculated on a daily basis by a proprietary algorithm and monitored by a team of investment professionals. All positions in the portfolio are chosen by our Investment Committee.
Yes. Altruistic Investing is a Registered Investment Advisor (RIA) and all client-facing employees are Investment Advisor Representatives (IAR). This means both the firm and our advisors are held under the Fiduciary Standard.
The Fiduciary Standard requires Registered Investment Advisors to recommend products and services that are in the best interest of their clients. We strictly adhere to this standard and always strive to go above and beyond for our clients.
Yes, we are registered with the SEC under identification number (Firm CRD# 289016 / SEC# 801-110892).
Yes, our phone number is (888) 702-0214.
Not only are we bringing high end wealth management to the masses, we also offer a shared gifting program where we give alongside our clients to partner charities. Our clients join Impact Circles where they connect with friends, family, colleagues, or any other individual to share the impact they are having by giving money to charity. 1% of our management fees are used for this “altruistic cause.”
We also offer Socially Responsible portfolio’s.
At Altruistic Investing we pool together and give 1% of all the financial service management fees to charity, which we call an Impact Circle. This is a feature for you as a financial services client where 1% of your annual management fee is pooled together with every client that selects the same charity. You will get specific updates on how your charity has used the pooled donations.