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

Ready to join the revolution? Awesome, here’s what to expect.

  • Investors who want to maximize growth potential, and are more comfortable taking risk to do so, should look at our Global Growth and U.S. Growth indices to review the objective’s of our equity models.
  • Investors looking for a more moderate risk portfolio should look at the objectives of our Balanced Income index.
  • Our Income index is designed for more conservative investors looking for stable returns.

All models utilize dynamic hedging techniques with the goal of minimizing risk and volatility.

In order to make investing with Altruistic as simple as possible, you will be taken to our custodian Folio Institutional’s site to do the following:

  1. Open a New Account: Account opening is easy and automated. Simply fill in your information and you will receive an account number right away!
  2. Fill Out Your Risk Questionnaire: At Altruistic, we don’t try to fit you into a box. Risk management is an essential component of investing, and not everyone can take on the same level of risk. This questionnaire helps inform us of your needs and desires so we can best serve you.
  3. Fund Your Account: Funding your portfolio is simple through this platform. You can always log back on and contribute according to your financial goals and adapt your plan as your needs change.

Folio is our investment custodian and where your money is safely held. We partner with Folio for a variety of reasons such as increasing the security of your investments and SIPC and FDIC insurance. We also believe that outsourcing custodial services better allows us to focus on investment management and asset allocation. You will always be able to log into your account from our website. Once this is completed, you will be an Altruistic Investing client. If you have any problems or questions, please contact us through our website.

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About our custodian, Folio

Folio Institutional® is a division of FOLIOfn Investments, Inc., a leading investment solutions and financial technology company. Its integrated brokerage and custodial platform features patented, state-of-the-art trading and portfolio management tools. Through Folio, we provide clients with access to proven online brokerage and investing solutions, diversified portfolios, and tax management.

Founded in 2000 by Steven M.H. Wallman, a former commissioner of the U.S. Securities and Exchange Commission (SEC), Folio Institutional is a self-clearing broker-dealer and a direct member of the Depository Trust & Clearing Corporation (DTCC). Today, Folio provides custody and brokerage services for billions of dollars of investor assets. Folio’s custodianship over your securities and cash is backed up by multiple forms of insurance, including coverage by the Securities Investor Protection Corporation (SIPC) and by Federal Deposit Insurance Corporation (FDIC), as applicable.

More information about Folio.