Collaborative and Empowering – How Altruist™ Partners with Financial Advisors

Collaborative and Empowering – How Altruist™ Partners with Financial Advisors

For over two decades, Altruist Trust Co. & Fiduciary Services, Inc.™ has closely partnered with independent financial advisors, serving as a trustee committed to meticulous trust administration. Our singular focus is to safeguard each trust’s legal and fiduciary integrity while empowering you, as the financial advisor, to maintain the investment relationships you have worked so hard to earn.

As a “financial advisor-friendly” trust company, Altruist™ promotes seamless and partnership-level collaboration, transparent communication, and a collective commitment to prioritizing clients—qualities that set apart a genuine partnership. Altruist™ lives by these principles daily, dedicating its energy and expertise to timely distribution approvals, precise record-keeping, and flawless beneficiary reporting, as well as supporting the financial advisory relationship.

When you partner with Altruist™, you can rest assured that Altruist is there to provide trusted, loyal, and specialized trust administration service using a boutique-like, high-touch service model and will work with you and not against you.

Altruist™ is dedicated to keeping its promises as a trust company that values financial advisors. No matter how the document outlines investment management duties—whether they are directed, delegated, or independent—you can confidently partner with Altruist™.

How We Partner Together

Your Role

Portfolio construction, trading, custodian choice, performance reporting.

Altruist’s™ Role

Document interpretation, distribution approval, tax & accounting, fiduciary notices.

Shared Commitments

Unified service calendar, transparent communication, client-first solutions.

Your Role as the Financial Advisor

As your clients’ trusted investment advisor, you remain the architect and pilot of every investment decision: designing the strategy, selecting securities, executing trades, and choosing the custodian that best fits your workflow. If you manage custody assets, we integrate seamlessly with your platform. If you elect to hold the assets at Altruist™, you still retain absolute control over portfolio construction and trading, with detailed precision through our secure, cutting-edge technology portal.

The result is a seamless partnership that safeguards each trust’s fiduciary integrity, amplifies your value to clients, and affirms that Altruist™ is the financial advisor-friendly trustee committed to staying courageously in its administrative lane.

Altruist’s™ Role as the Trustee

At Altruist™, our role is to manage every aspect of trust administration with quiet, unwavering precision, so you can remain fully focused on your investment strategy. We interpret governing documents, promptly approve distributions, maintain meticulous principal-and-income accounting in strict accordance with the Uniform Fiduciary Income and Principal Act (UFIPA), coordinate comprehensive tax and fiduciary reporting, and issue every required notice—ensuring beneficiaries stay informed and protected at each step. If you choose to custody assets with Altruist™, we can even execute your trade instructions exactly as entered through our secure platform, all while firmly respecting your control over portfolio construction and day-to-day management.

With a dedicated trust officer and a team of operations and compliance specialists supporting you, our friendly, advisor-centric service empowers you to deliver exceptional value to clients, confident that their trusts are administered with the highest standards of integrity and care.

Our Collaborative Roles Together

Together, we create a seamless, boutique-style service experience that elevates every client touchpoint. A unified service calendar keeps key milestones—quarterly reviews, tax reporting, distribution approvals—perfectly synchronized, while transparent, two-way communication ensures that questions are answered quickly and strategies remain fully aligned. By blending your investment expertise with Altruist’s™ meticulous trust administration, we deliver client-first solutions tailored to unique goals and life events. This collaboration not only streamlines operations but also deepens the advisor-client bond: you remain the trusted voice on wealth management, and we provide the fiduciary backbone that safeguards the trust with precision and integrity.

Working side-by-side, we strengthen and protect relationships across generations, demonstrating to every family and each beneficiary that their interests come first and that their advisory team is united in purpose.

Partnering for Client Success

Our partnership keeps you at the helm of investment strategy while Altruist™ delivers the fiduciary precision that every trust deserves. Your control over portfolio construction and trading combines seamlessly with our expertise in document interpretation, UFIPA-compliant accounting, tax coordination, and timely beneficiary reporting, all synchronized through a shared service calendar and reinforced by transparent, real-time communication.

The result is a boutique, client-first experience that protects legacies, deepens your advisory relationships, and demonstrates a united commitment to doing what is right for every client, beneficiary, and family you serve.

If you are ready to strengthen your practice with a trustee that provides the highest standards of corporate trust management and that stays unwaiveringly in its administrative lane, contact Altruist’s™ Advisor Partnerships Team at (206) 315-9200 or ATC@AltruistTrust.com, and let’s begin delivering exceptional outcomes together.