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 Apex’s site to do the following:

  1. 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.
  2. Open a New Account: Account opening is easy and automated. Simply fill in your information and you will receive an account number right away!
  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.

Apex is our investment custodian and where your money is safely held. We partner with Apex 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, Apex

 

Apex Clearing is a custody and clearing engine that’s powering the future of digital wealth management. As a clearing firm, Apex delivers speed, efficiency and flexibility to firms ranging from innovative start-ups to blue-chip brands that choose to grow with them. Apex’s fully-integrated, customized solutions allow registered investment advisors (RIAs), digital advisors, fintech firms, broker dealers and full-service firms to provide the seamless digital experiences consumers expect and to reach more investors and serve them profitably. Founded in 2012 and based in Dallas – with offices in New York City, Chicago and Portland, Oregon – Apex Clearing Corporation is registered with the SEC, a member of FINRA, and a participant in SIPC. For more information, visit www.apexclearing.com.