The Advisor Journey Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish
In this episode, Altruist’s Head of Investments, Adam Grealish, joins Jason and Dasarte for a conversation about the significant–often overlooked–value of tax management. Adam unpacks strategies with the potential to improve clients’ after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist’s forthcoming automated tax management tool, TaxIQ. For advisors exploring ways to generate additional tax savings for clients,this episode is a must-listen.
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We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.
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Altruist LLC (“Altruist”) offers registered investment advisers (“Advisors”) using the Altruist platform a suite of tax management tools (“TaxIQ Tools”) including Tax Sensitivity and Tax Loss Harvesting, which, taken together, Advisors can use to provide tax management services to their clients. Tax IQ Tools are available to Advisors through Altruist’s rebalancing software. The Altruist TaxIQ Tools are intended for Advisor use only and Advisors are solely responsible for determining the tax management services they deem appropriate for their clients.
Tax laws and regulations are complex and subject to change, which can materially impact investment results. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, ta
ABOUT ALTRUIST:
We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.
Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us
STAY CONNECTED:
Instagram ► https://www.instagram.com/altruistcorp/
Twitter ► https://x.com/altruist
Linkedin ► https://www.linkedin.com/company/altruistcorp/
ABOUT THE ADVISOR JOURNEY:
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
Disclaimer:
Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...