Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models
Summary
LOS ANGELES--(BUSINESS WIRE)--Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. We’re excited to launch with Vanguard and Dimensional and will be adding many more of your favorite providers soon.” By using Altruist, an advisor can dramatically or completely eliminate other disparate software and brokerage vendors. “Advisors we work with have touted Altruist as a platform that can help their firms offer more efficient service and investment delivery,” said Bryce Skaff, Co-Head of Dimensional Global Client Group. “The Simplicity Series offers our advisors an easy-to-use and free set of models that have been carefully designed to reduce risk and maximize return potential,” said Altruist’s Quantitative Researcher, Gokul Ramanathan. “The goal of the Simplicity Series is to benefit from the liquid, broad market performance of diversified asset classes over a long investment horizon to avoid excessive taxes and fees.