Our Services
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How are my assets protected?
Your assets are held in your name at Altruist Financial, an independent custodian and SIPC member, so you retain ownership at all times. SIPC covers up to $500,000 per customer (including $250,000 in cash) if a brokerage fails, backed by additional excess coverage, and Altruist's high-yield cash program sweeps uninvested cash to FDIC-insured banks for expanded protection. None of this protects against normal market losses — it protects the custody of your assets.
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Related questions.
- Do I need all six services, or can I start with just one?
- I don't own a business or investment property. Are these still relevant?
- Do you replace my CPA, attorney, or M&A advisor?
- How do you actually manage the investments?
- What does it cost to work across all of this?
- Do you use proprietary investment products?
Wealth with intention starts with a conversation.
Bring your questions, challenges, and goals. We'll listen and provide insight on what your options are for moving forward.