Welcome to Altruist
Since founding SSG 21 years ago we've cared about one thing:
Creating the best custodian for our RIAs and their clients.
By combining our decades of experience with Altruist's innovative tech, we'll accelerate our shared mission of democratizing top-tier independent financial advice.
Best of all, we're now able to serve our RIAs even better than before. SSG and Altruist's visions and values blend seamlessly–we couldn't be more excited for what's next.
Sincerely,
Peter Mangan and Dan SkilesBest of Both Worlds
Industry-leading support
The best-in-class service and support you've relied on from SSG is here and better than ever.
Innovative technology
You now have access to all of Altruist's award-winning innovations, laser-focused on delivering the best possible experience for you and your clients.
Driving Better
Outcomes Together
Altruist Cash
Take care of your clients with 4.00% APY1 on cash and full visibility into their financial picture.
1 APY is variable and subject to change.
Fee Billing
Say goodbye to revenue loss and compliance headaches with a fully integrated fee billing solution.
Model Marketplace
Simplify portfolio management with access to over 500 models, covering a wide range of strategies.
Performance Reporting
A portfolio that practically presents itself, with complete client data in just a few clicks.
Pershing client live data feed
Seamless daily data transfer of your Pershing client accounts flow through Altruist automatically.
Commission-free
fractional share trading
Help clients of any size, all with significantly lower costs.
Other fees may apply, see the Altruist Financial LLC Fee Schedule on altruist.com/legal for more information.
“We were initially hesitant about transitioning to Altruist, fearing difficulties for our clients or unforeseen issues. However, the process has been incredibly smooth and nearly complete in just a few months. The support and streamlined processes have been fantastic, resulting in a simplified investment operation. Our clients are also excited about the modern, easy-to-use platform!"
Jim Marrocco, CFA, CFP®
Thinking Big
Founder and Financial Planner
Thinking Big
Founder and Financial Planner
We’re here
to help
We can't wait to show you what SSG and Altruist can do together. If you have any questions, please reach out by email or phone.
Address
9845 Erma Road, Suite 312
San Diego, CA 92131
San Diego, CA 92131
Phone
(800) 380.7370
(858) 530.1031
(858) 530.1031
Fax
(858) 530.1820
Email
info@ssginstitutional.com