To watch this post as a video go here. At Pensinger Financial, I recently transitioned custodial services - a custodian is a financial institution that holds and safeguards client assets - to Altruist. I did this to take advantage of their industry-leading technology and streamlined platforms so that my clients have a better investment management experience overall. I’m excited to share how this move comes with many benefits to my clients. Notably in the area of portfolio management.

Maintaining a well-diversified portfolio is essential to helping my clients achieve their long-term financial goals and to mitigate risk. However, market fluctuations can quickly disrupt a portfolio’s allocation, leading to reduced returns and increased risk. And that’s where Altruist’s technology comes in. At Altruist I can leverage technology to scan my client’s portfolios every day to bring them a multitude of benefits. Those benefits are risk management & maintaining discipline, capturing gains for long-term return enhancement, minimizing taxes & enhancing portfolio efficiency, and offering more portfolio flexibility while reducing trading costs.

If you’re an investor looking for an advisor who can leverage technology to better guide you in your pursuit of a safe, secure, and comfortable retirement, please reach out to me.