Altruist is the custodian we have selected to hold and support the management of your investment assets.
Altruist is an AI-forward custodian and wealth platform built specifically for independent advisors. Its mission is to make financial advice better, more affordable, and more accessible. With over 6,000 independent advisors on its platform, Altruist quickly established itself as a leader in the industry and was recognized as the highest-rated custodian in 2026, according to the T3/Inside Information Software Survey.
Altruist continues to innovate by releasing new tools and capabilities designed to help advisors plan more effectively, operate efficiently, and better serve their clients.
As a client, you are provided with secure online access to your account, where you can view your investments, monitor performance, access tax documents, vote proxies, and take other actions not delegated to your advisor.
Altruist is registered with the U.S. Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). It is also a member of the Securities Investor Protection Corporation (SIPC), which provides protection against the loss of cash and securities held at a financially troubled brokerage firm. SIPC coverage includes up to $500,000 per client, including a $250,000 limit for cash balances.
In addition, Altruist maintains supplemental insurance coverage beyond SIPC limits. It is important to note that neither SIPC protection nor supplemental coverage protects against losses due to market fluctuations or declines in the value of investments.
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“Open your eyes, look within. Are you satisfied with the life you’re living?”
-Bob Marley
“The lack of money is the root of all evil”
-Mark Twain
“Success is the ability—to go from failure to failure—without losing your enthusiasm.”
-Winston Churchill
“It’s what you do in the present that will redeem the past and thereby change the future.”
-Paulo Coelho
Disclaimer
Investment products and services offered through Leigh Baldwin & Co., LLC, and member: FINRA / SIPC. Investments are NOT insured by the FDIC or any federal or state governmental agency, and are NOT deposits or other obligations of, or guaranteed by, Leigh Baldwin & Co., LLC or its affiliates. Investments are subject to investment risks, including the possible loss of principal value or amount invested. The investments have no bank guarantee.
Projections and forward-looking statements regarding estimated investment outcomes are based on assumptions that we believe are reasonable at this time. However, actual results may vary materially from stated expectations, and we make no guarantees of the future performance of an investment in our accounts described on this website. The performance results do not reflect the deduction of other fees or expenses a client may incur in the management of such client’s investment advisory account. A client’s return with respect to an investment would be reduced by any fees or expenses a client may incur in the management of its investment advisory account. Please contact us to learn more about our fees. Past performance is not a guarantee of future results.
All comments contained herein are for informational purposes only and should not be considered as a solicitation to buy or sell any security. No advice may be rendered by Leigh Baldwin & CO., LLC unless a client management agreement is in place. The firm does not guarantee the accuracy or completeness of the information or make any warranties regarding results from its usage.
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