Services
A Pillar of Loyalty – Care – Service
Body Copy: 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-approved 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.
Services
Adhering to regulatory (SEC) and industry (PRMS) standards, we produce independent Reserves Reports and provide third-party audits of existing reports. Known for their thoroughness and accuracy, our Reserves Reports and audits are widely accepted and relied upon by financial institutions, regulatory bodies, and E&P stakeholders around the world.
From fast-turn appraisals to in-depth analyses, we can help you determine, validate, and/or demonstrate the value of E&P assets and resources. Whether you’re looking to buy or sell, our due diligence services, underwriting support, and virtual data room (VDR) audits help you and your stakeholders make confident, informed investment decisions.
With a full suite of advanced software tools and a highly experienced team of geologists, petrophysicists, and data analysts, we can give you a clearer picture of subsurface resources and activity. Leveraging log, core, and seismic data, our 3D models, simulations, and analyses help you maximize resource recovery and E&P investments.
Our team of EOR and waterflooding experts can help you extract every last drop from reservoirs that are nearing depletion. From well analysis and modeling to waterflood design and ongoing optimization, we provide the data and guidance needed to justify, extend, and maximize secondary recovery efforts.
We provide end-to-end technical support for capturing, sequestering, and securing subsurface CO2. Our services include CCUS analysis and planning, regulatory applications and permitting, drilling and recovery guidance, and operational monitoring and optimization.
Leveraging data analytics, subsurface modeling, and operational engineering best practices, we can help you continually evaluate and optimize your drilling, production, and recovery activities.
What projects, activities, or adjustments will deliver the greatest ROI? From asset and resource analyses to project planning and production optimization, our collaborative one-day workshops help determine the answers and best steps forward.
We offer world-renowned technical courses on the theory and practical application of waterflooding. Covering waterflood engineering, modeling, and evaluation, these intensive, five-day courses giving your team the knowledge and best practices needed to optimize your operations and maximize secondary recovery.
Our staff of licensed engineers and geologists have extensive experience providing expert witness testimony and supporting a variety of legal inquiries and proceedings.
Who we work with
Haas & Cobb reports are relied upon throughout the space by a diverse clientele. When accuracy and service matter, you can trust our experts.
• Public and private E&P companies
• Non-operating working interest owners
• Mineral owners
• Banks and financial institutions
• Private equity firms
• Midstream companies
• Buyers and sellers
• Government agencies
• Legal teams
• Family Offices
• O&G Investors
• CCUS Companies
• Rare Earth Mineral Companies
How we work with clients
We partner with our clients by identifying and serving their specific needs. We use best practices and consistent methodologies to provide reliable estimates, so our clients can make confident, data-driven decisions. We also have experience working within all major engineering and geologic software systems, ensuring our team can seamlessly integrate into each client’s technology.