For Professionals
For Professionals
Unmatched Protective Trust Management That You Can Confidently Rely on and Refer
The Highest Level of Fiduciary Care and Service for Your Clients
Altruist™ was formed to be the best in corporate trust management, giving trust beneficiaries the highest level of fiduciary protection and service they deserve. As a trial lawyer, our founder, Robert A. Zielke saw the deficiencies in trust services being provided to his clients and decided there was a better way to provide trust management. From formation, everything about Altruist™ has been methodically and purposely built to exceed regulatory requirements and security measures and provide the highest standard of customer service. Altruist was built to provide clients with the peace of mind that empowers them to live their lives to the fullest.
Altruist™ is different at every level and angle of the company. Our caring staff, our approach, and our level of expertise and safety is unique. We ensure our clients and professional referral sources understand and know that all clients will receive our specialized knowledge, expert administration, responsive service, and a personal and caring approach to trust administration – all while being protected by the highest standards in fiduciary principles and regulatory guidelines.
Altruist™ – A Financial Advisor Friendly Firm. We Welcome the Opportunity to Serve Clients Alongside You.
Altruist’s™ Exclusive Fiduciary Quality Management System
Unique to Altruist™, we employ a robust, quality management program tailored to meet the highest fiduciary standards. Our fiduciary quality management system ensures systematic oversight, consistency, and accountability – factors that in many cases surpass the capabilities of individual or family-member trustees. These extensive measures are part of Altruist’s™ commitment to always doing what is right, and in our client’s best interest. These efforts ensure our clients receive the highest standard of accountability and safety – today and throughout the lifetime of their trust.
State-Mandated Oversight & Insurance
As a regulated corporate trustee, Altruist™ carries comprehensive, un-cancelable liability coverage and financial institution bonding. This provides critical safeguards for referring professionals, reducing exposure and risk in client referrals.
Specialized Fiduciary Expertise
Altruist’s™ leadership and professional teams possess advanced credentials and extensive experience in fiduciary, financial, administrative, and regulatory arenas. This deep skill set offers a thoroughness and sophistication unattainable by most individual or family trustees.
Stringent Compliance & Auditing
Altruist™ undergoes ongoing regulatory examinations and third-party and internal audits. Regular reviews of internal protocols and adherence to governing documents help ensure that every trust is administered to the strictest fiduciary requirements.
Comprehensive Policies & Procedures
Detailed, written, and regularly updated operational processes, procedures, and policies direct every aspect of trust administration—ranging from routine tasks to complex asset management. This reliability promotes uniformity and reduces the potential for errors or omissions.
Conflict-Free Administration
Built-in conflict-of-interest detection and prevention protocols, combined with Altruist’s uncompromising loyalty duty, preserve objectivity and protect beneficiaries at every stage of trust management.
Proactive Asset & Data Security
In an era of increasing cyber threats, Altruist’s multi-layered, financial institution-mandated security systems safeguard client information and funds from theft, fraud, and unauthorized access—far beyond what most informal or individual trustees can provide.
Vetted Vendor & Product Selection
Altruist™ applies a rigorous due diligence process to every external service provider and product, ensuring alignment with each client’s best interests and mitigating unforeseen risks.
Institution-Wide Separation of Duties (SoD)
Altruist™ enforces a robust SoD framework that prevents any single individual from acting unilaterally. Multiple checkpoints strengthen oversight and reduce vulnerability to errors or malfeasance.
Advanced Transaction Monitoring
Every transaction is subjected to thorough scrutiny to prevent and detect potential fraud, waste, abuse, or conflicts of interest. This intensive transaction monitoring serves as a frontline defense to protect assets and maintain fiduciary integrity.
Regulatory-Compliant Technology
Altruist™ incorporates cutting-edge, fully compliant software solutions for trust administration. This technology is designed to meet stringent institutional standards and offers greater beneficiary protection against misuse or exploitation.
Client-Centered Ethos
Above all, Altruist™ remains resolutely committed to each beneficiary’s well-being. By taking the time to understand every client’s unique circumstances and needs, Altruist™ can provide them with empathetic, high-touch service grounded in integrity and fiduciary excellence.
Altruist™ is committed to providing your clients with the highest standards of fiduciary care, meaningful service, unmatched security, and peace of mind. We welcome the opportunity to provide your clients with the utmost corporate trust management experience that you can feel confident referring.