Why Did We Choose Altruist as Our Custodian?

When it comes to where we house your accounts and investments we took this decision very seriously. We wanted something that was safe, efficient for our clients and for us, and improved our investment process through better rebalancing software. We can now open accounts in 5 minutes instead of 5 days. Transfers are painless and don't require ink signatures and your performance and other account information is available 24/7. You can read more about why we chose Altruist in the attached PDF below and I've removed a few of the key pages for you to see here.

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