Trading & Brokerage Services
We partner with Altruist Financial LLC (“BD”), a registered broker-dealer with the U.S. Securities and Exchange Commission (SEC) to provide our clients with a zero-commission, hands-on digital investing & custodial platform to manage your advised or non-advised brokerage accounts. The platform is designed to streamline operations, allowing us to open and fund various types of accounts for our clients in minutes, rather than weeks.
Account Types
Through the platform, we offer our clients a wide array of brokerage and cash account types to accommodate different client needs and investment strategies, including:
- Individual and joint accounts: Standard taxable brokerage accounts for single or multiple owners.
- Trust accounts: Including both standard trust accounts and specialized retirement trust accounts for managing retirement plans like 401(k)s.
- High-yield cash accounts: FDIC-insured cash management accounts that can be opened individually, jointly, or under a trust.
- Retirement accounts:
- Traditional and Roth IRAs: Including accounts specifically for minors with earned income.
- Retirement Trust accounts: To simplify the management of various retirement plans.
Our clients benefit from a modern, all-in-one platform with user-friendly features accessible via a web portal or mobile app [Android / IOS]
KEY FEATURES
Account management:
- Easy onboarding: Clients receive a digital invitation from their advisor to set up their account, completing the process quickly and without paperwork.
- Mobile and web access: A sleek, intuitive portal and mobile app allow clients to view their portfolio performance, holdings, and transactions.
- Online funding: Clients can link their bank accounts for simple ACH deposits and withdrawals.
- Commission-free trading: Clients pay no commissions on trades of equities and ETFs.
- Fractional shares: This enables an advisor to invest all of a client’s money in high-quality assets, regardless of account size.
- Automated tools: The platform includes automated rebalancing and tax-loss harvesting to help maximize portfolio growth.
- Direct indexing: For qualified clients, advisors can use direct indexing to potentially create tax-saving opportunities.
- SIPC insurance: Brokerage accounts through Altruist Financial LLC are members of the Securities Investor Protection Corporation (SIPC).
- Excess SIPC coverage: Altruist also carries an additional excess SIPC policy for further protection.
- FDIC insurance: Uninvested cash in a high-yield cash account is swept into partner banks for FDIC coverage.
- Altruist’s Asset Protection Guarantee: The platform reimburses clients for any losses due to unauthorized activity, provided security measures are maintained.
GETTING STARTED
Step 1
On-boarding call with one of our advisors. Advisor initiates email invite from hello@altruist.com, to setup your Altruist account.
Step 2
Accept the Invitation: Open the email and follow the instructions to accept the invitation to create your Altruist account.
Step 3
Create a secure username and password for your new Altruist account.
Step 4
Log in to the Altruist portal and follow the prompts to complete the digital onboarding process. This may involve:
- Reviewing and approving account details.
- Providing information for beneficiaries.
- Linking a bank account to fund your account.
- Begin investing!
BRINGING THE FUTURE INTO THE PRESENT
From retirement planning, investment strategies, tax optimization, to estate planning, we offer personalized solutions tailored to your unique circumstances.
Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
We specialize in holistic total household wealth management designed specifically for healthcare practitioners, their families, and their practices.
Research the background and
experience of our firm & financial advisers
LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Phoenix AZ. Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.
This website does not constitute an offer to provide investment advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this site is for informational purposes only and should not be construed as financial, investment, legal, tax, or other advice. By accessing this website, you agree to be bound by the above terms and conditions.
Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.