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We use Altruist to make tracking your financial accounts easier than ever. 

The Altruist portal is designed to be your primary account portal. Gain access to real-time performance, portfolio characteristics, and important tax and account documents at any time.


Every decision we make is based on how it will impact and improve the lives and livelihoods of our clients.

We’re obsessed with providing our clients with the best possible experience, and the Altruist platform enhances our ability to accomplish this goal. 

Phibbs Financial is a completely independent firm. We are not owned or associated with any bank, insurance company, or any other financial entity. We work for our clients — not for a Board of Directors of shareholders. 

This provides us the luxury of strategically partnering with any custodian available. We decided to work with Altruist because of its modern technology, which allows us to open accounts and streamline client onboarding in less than 60 seconds. 

  • Compared to other well-known custodian firms, Altruist doesn’t engage in conflicts of interest with proprietary products, nor does it have any retail operations. 
  • Altruist is an SEC-registered broker-dealer, a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the Federal Deposit Insurance Corporation (FDIC). You can learn more about Altruist coverage here.

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