Altruist
The independent custodian that holds and safeguards your investment accounts.
Altruist is the independent custodian we use to hold client investment accounts. A custodian is the regulated institution that actually safeguards your assets, settles trades, and produces the statements and tax documents you receive each year. The distinction matters: Angelus directs and manages your accounts as your adviser, while Altruist holds them. Your money is never in Angelus's hands.
Why we use Altruist
- Built specifically for independent, fiduciary advisers — not a brokerage that also sells its own products.
- A clean, modern client portal with clear performance reporting and fully paperless account opening.
- Low, transparent custody costs that keep more of your return invested rather than lost to fees.
- Account-protection and security practices appropriate for long-term family wealth.