About Us
About Us
A Pillar of Loyalty – Care – Service℠
Altruist Trust Co.& Fiduciary Services, Inc. was formed out of The Zielke Law Firm, P.S., to provide unmatched corporate trust management services to beneficiaries of all trusts, no matter where they live in the United States or abroad. Today, Altruist™ delivers customers the best in trust management, fiduciary and wealth planning solutions, designed to empower trust beneficiaries. We provide customers with a personalized service and dedicated trust officers who know their clients and can quickly and efficiently respond to their requests and needs.
Our clients recognize the Altruist™ difference through this personalized approach to trust management – we have a 99 percent retention rate of client trusts, many of whom we have had relationships with for over a decade.
Our services are not only personalized, but we also provide clients with extensive security and regulatory oversight. In 2022 Altruist™ proudly became the 19th company in Washington State history to be granted a Trust Company Charter by the Washington Department of Financial Institutions (DFI), Division of Banks. Through this charter, we operate under extensive policies, procedures, and processes, and adhere to stringent regulatory oversight, requiring regular audits and examinations. In addition, we also utilize the latest in regulatory-compliant software solutions. These extensive measures provide clients with a level of security and accountability that is in their best interest, something that we welcome.
Our comprehensive offerings also include fiduciary and wealth planning services. While we are a Financial Advisor friendly firm, and regularly work with referring advisors, we also offer individuals and families who do not have Financial Advisors solutions to help them navigate their financial futures. Our financial plans are built within the framework of our founder’s Accredited Investment Fiduciary (AIF®) designation and are built around the long-term goals and aspirations of the beneficiaries we serve.
The Values Altruist™ Lives and Serves Clients By
At the core of our company, we truly care for our clients, their wellbeing, and providing them with the best in trust management, fiduciary and wealth planning solutions.
Our Core Values – We-Care™
Integrity
Authenticity: We are who we say we are and hold true to our mission statement, acting in accordance with our mandated duties as fiduciary and steward.
Standards
Ethical Foundation: Ethical and moral-based standards of behavior are our cornerstone.
Duty
Fiduciary Obligation: As a regulated and audited fiduciary, we are obligated to put your unique best interests first, no matter what, and we do so without regard to our own beliefs or position and without conflict of interest.
Accountability
Transparency: We fully and accurately account for all trust or fiduciary activity under our duties as fiduciaries and in compliance with relevant rules, regulations, and laws.
Concern
Compassion: We are conscientious, compassionate, and have genuine and heartfelt concern for the beneficiaries, families, businesses, and all other people or entities where we serve as corporate trustee and fiduciary.
Respect
Stewardship: We honor and value the individuality and dignity of each person we serve and strive to understand. We cultivate collaborative and cooperative relationships while complying with laws, regulations, and trust document mandates.
Social Responsibility
Responsible Stewardship: We provide responsible, accountable, and regulatory-compliant stewardship of the matters and resources entrusted to us and administered for the benefit of the beneficiaries, families, businesses, and all other people or entities we serve as corporate trustee and fiduciary.
Excellence
Commitment to Quality: We strive to do the best that can be done, whatever our role or responsibility.
We are steadfast in our commitment to:
Integrity and Honesty
Upholding the highest ethical standards in all our actions.
Fair Dealing and Conscientiousness
Ensuring impartiality and diligence in executing trust directives.
Selfless Concern
Acting with altruism—a selfless concern for the well-being of others.
Our Commitment to Clients & Referring Partners
Altruist™ operates on the following guiding principles designed to protect and serve the interests of all parties involved:
Transparent Reporting
Offering comprehensive documentation and reporting for all transactions and activities.
Timely Distributions
Ensuring payments and distributions are handled accurately and promptly.