Custodian
Altruist
The independent custodian that holds and safeguards your investment accounts.
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The people and platforms
behind your plan.
We work with a small, deliberate set of custodians, payroll providers, and platforms. Here is who they are, why we use them, and resources to help you get the most out of each one.
Questions about how it all
fits together?
A fifteen-minute conversation is enough to walk through how we custody, manage, and coordinate your financial life.
Get in touch