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Where Is My Money Managed?


Mission Advisory Group does not take custody of your assets. Though we operate using some principles of hedge fund management, we are not a hedge fund LP. We use publicly-traded investments, and manage client portfolios though Altruist, our chosen custodian and trading partner.







Altruist is an all-in-one digital brokerage platform* that helps us provide you with a great experience. We chose Altruist because we can now offer you:


  • Digital client onboarding: open accounts online in minutes 
  • Lower fees: Altruist does not charge trading commissions on equities and ETFs or account maintenance fees on most account types. For a current list of fees, their Fee Schedule can be found at altruist.com/legal. 
  • Beautiful user experience with a mobile app where you can:
    • Track your investment progress
    • See what holdings you own
    • Make deposits and withdrawals 
    • View your transaction history 

With Altruist, more of our time can be focused on serving you. Whether it’s managing your portfolio, performance reporting, or client onboarding, Altruist enables us to streamline operations, freeing up more time to work with you. Nothing else changes with your financial plan—we’ll just be switching to new tools that help us help you better. 

*Brokerage products and services are provided by Altruist Financial LLC, Member FINRA/SIPC. Altruist is not affiliated with Mission Advisory Group.


Altruist website

https://altruist.com/company/

Altruist PDF

altruistthe-way-money-should-feel.pdf

What is a custodian?

Why Altruist?