Private Wealth Management For Everyone
Using Our Algorithmic-Based Virtual Advisor

FAQs - Company Information

Who is Altruistic Investing?

Altruistic Investing is a virtual wealth management platform designed to grow wealth using Dynamic Risk Hedging techniques. We make it easy for anyone and everyone to invest online and take advantage of our disciplined algorithmic approach.

How is Altruistic Investing different from other "robo-advisors" like Betterment or Wealthfront?

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. They simply rebalance a pie chart on a set frequency. We at Altruistic Investing believe there is a better way to manage money and we do this based on risk budgeting techniques. Betterment and Wealthfront offer a very commoditized investing approach based on old fashioned Modern Portfolio Theory.

Who manages Altruistic Investing?

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.

Is Altruistic Investing a fiduciary?

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.

What is 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.

Is Altruistic Investing registered with the Securities and Exchange Commission (SEC)?

Yes, we are registered with the SEC under identification number (Firm CRD# 289016 / SEC# 801-110892).

Can I contact Altruistic Investing by phone?

Yes, our phone number is (888) 702-0214.

Why the name "Altruistic?"

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 have the option to create or 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. A portion of our management fees will be used for this “altruistic cause.”

What is an Impact Circle?

Our clients have the opportunity to create or join an Impact Circle where they connect with friends, family, colleagues, or any other individual to share the impact they are having by giving money to charity.