As a banking corporation duly chartered as a trust company with a dedicated focus on fiduciary excellence, Altruist™ offers a level of expertise and stability that distinguishes us. We acknowledge that, as a corporate executive, public figure, or high-profile individual, you require a professional trustee who can be entirely trusted—possessing the experience, competence, and legal obligation to act solely in your best interest. Altruist exemplifies this standard. We possess extensive experience managing blind trusts for discerning clients, including executive-level insiders of Fortune 500 / Dow 30 firms. We are skilled at navigating the complexities of insider stock divestiture, SEC regulations, and the specialized needs of discerning executives. When establishing a blind trust with Altruist, you engage a professional and trustworthy fiduciary partner —a dedicated team committed to diligently executing your diversification strategy, maintaining the confidentiality and anonymity inherent to blind trusts, and upholding the highest ethical standards in all decisions.

Altruist™ has established itself as an organization that welcomes and supports external financial advisors. This indicates, most notably, that you have the option to retain your personal financial advisor to continue overseeing investments within the blind trust managed by Altruist on your behalf. We cooperate with your other trusted advisors, such as CPAs and attorneys, while Altruist oversees the fiduciary administration of the blind trust. With our expert guidance, you can confidently navigate the blind trust process and concentrate on your responsibilities, secure in the knowledge that your assets are under professional management.

Security and continuity are paramount when selecting a professional trustee. As a regulated trust company, Altruist™ provides institutional strength and enduring existence – we are not merely a single advisor who might retire nor a small internal group that could be acquired; rather, we are constructed to serve you and your family over the long term. This permanence ensures your blind trust remains in steady, dependable hands for as long as you require, with corporate governance and oversight guaranteeing consistency across generations. We customize each blind trust to your specific and unique circumstances: collaborating closely at the outset to establish investment policies aligned with your objectives and compliance requirements, and subsequently assuming full management so that you need not concern yourself with the details. Our fiduciary obligation to you is absolute – every investment decision made on behalf of your trust is to serve your goals and operate within the agreed-upon framework.

We also recognize that transferring control can be a source of apprehension. One might ask: Will my assets be competently safeguarded? Will the trustee exercise prudent judgment? At Altruist, we address these concerns through the combination of extensive expertise and transparent procedures. While you may not be aware of each individual transaction, you will receive periodic reports detailing the performance and status of your trust, as permitted by the terms of the trust agreement. Rest assured that all actions are carried out by credentialed professionals operating under strict internal and regulatory oversight. Our investment team employs comprehensive risk management strategies and a prudent, conflict-free approach to managing portfolios. In summary, we handle your blind trust assets with the same level of care and rational judgment as our own—while strictly adhering to the established “blind” parameters to ensure compliance.

Choosing to establish a blind trust represents a significant step toward safeguarding both your financial assets and your professional integrity. It allows you to manage your company without the burden of financial distraction or uncertainty, assured that your funds are being managed carefully and discreetly in your absence. Through Altruist’s Blind Trust (EDIT) services, you can confidently turn this concept into a practical reality. Our unmatched fiduciary expertise, combined with personalized client service, ensures that you maintain control over your outcomes, even when delegating daily decision-making. This arrangement enables you to concentrate on your primary responsibilities—leading and expanding your enterprise—while we dedicate ourselves to the preservation and diversification of your wealth.

At Altruist, we uphold strict confidentiality regarding our clients and the assets under our management. We recognize that executives, public figures, and high-profile individuals require discretion; therefore, you may be assured that we will neither disclose your identity nor the details of your blind trust (or any matter we manage on your behalf). We fully and unequivocally abstain from publicizing client names or offering testimonials; our client roster remains confidential. Internally, we enforce rigorous security protocols to protect sensitive information. Externally, any necessary disclosures—such as those to compliance authorities or for regulatory filings—are managed in a manner that minimizes the exposure of your personal financial details. Our fiduciary duty encompasses the safeguarding of your privacy. In conclusion, you may rely on a blind trust without concern that it will attract undue attention to your financial affairs.

Our commitment does not conclude upon the establishment of the blind trust; rather, we continue to provide support to you and your assets throughout the duration of the trust. Altruist will supervise all ongoing trust administration, including the confidential monitoring of investments, providing authorized reports such as annual tax summaries or statement summaries that exclude restricted details, and ensuring the trust maintains compliance with relevant regulations during your employment. We also conduct regular reviews and can facilitate modifications in response to changes in laws or circumstances. Additionally, when the appropriate time arises—such as upon your departure from the position that necessitated the blind trust—we will assist in the seamless dissolution or transition of the trust. Our aim is to ensure that the termination of the trust and the reversion of control to you occur with the same efficiency and transparency as its establishment. Through Altruist’s continuous fiduciary oversight, you can depend on a reliable guiding presence from inception to conclusion.