08/26/2026
Congratulations to our custodian, Altruist, on the exciting news of its acquisition by Vanguard!
We chose Altruist because we believe it provides our clients with a world-class custodial and technology experience—and we’re excited about what this next chapter could mean.
With the resources and scale of Vanguard behind them, Altruist will be even further empowered to innovate, grow, and pursue its mission of making independent financial advice better, more affordable, and accessible to everyone.
We’re proud to partner with Altruist and excited to see what comes next.
https://altruist.com/news/a-letter-from-founder-and-ceo-jason-wenk/