Solution introduction
Stop overpaying
From client costs to firm revenue, every basis point counts. Altruist’s Model Marketplace is a TAMP alternative that helps advisors outsource portfolio research and implementation at a fraction of the cost
Altruist is a modern custodian built for independent financial advisors. Our Model Marketplace offers a TAMP alternative, with features and flexible investment strategies from world-class managers in an integrated advisor experience.
Low, transparent fees
Choose from 500+ models that cost 3x cheaper than your average TAMP, with some starting at 0 bps.
Built-in tax management
Tax loss harvesting, capital gains budgeting, and automated tax minimizing lot selection at no additional cost for fee-based models.¹
Flexible investment strategies
Turnkey solutions, direct indexing, and personalized UMAs allow you to retain control and personalization in your clients’ portfolios.
