Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app. Learn more at https://www.altruist.com and follow Altruist on X @altruist.

Save the Date!

Click a button below to add the 53rd FPA NorCal Conference to your Calendar.

FPA NorCal Conference Updates!

Sign up to receive the latest updates and information about our the amazing Sessions and Speakers we’re hosting this year!