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Altruist LLC and its affiliates (together, “Altruist”) and the Model Marketplace model providers do not render investment advice to retail clients, rather Altruist makes available certain model portfolios for independent RIAs’ use in managing their retail investment clients’ assets. RIAs are responsible for suitability of all transactions in and decisions regarding client accounts, and must maintain trading authority over client accounts which are subscribed to Model Marketplace model portfolios.
Certain instructions from model providers who are providing models to the Altruist Model Marketplace may not be executed based on system limitations, including securities that are not available to trade on the Altruist platform and rebalancing instructions that are not supported by the Rebalancer and trades that are below supported minimum trade sizes. Performance of individual accounts assigned to a model portfolio may deviate from the target model performance as a result of a number of factors, including Rebalancer settings, and timing and amount of cash flows and system limitations that impact execution of model provider instructions. Model Marketplace portfolios utilize Altruist's Rebalancer and may use Altruist's TaxIQ tax management tools. See the TaxIQ Tools & Rebalancer disclosure available at altruist.com/legal.
For more information on Altruist’s Model Marketplace please see the Form ADV Part 2A, Model Marketplace Agreement and Altruist LLC Fee Schedule on altruist.com/legal.
Please note: Altruist’s rebalancer is not currently configured to avoid triggering the IRS’ Wash Sale Rule. RIAs are encouraged to consult IRS Publication 550 or a qualified tax professional for more guidance on this topic. Altruist and its affiliates do not provide tax advice.
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of securities provided by Altruist Financial LLC.
