Security
Matters
As an independent advisor, it is important for us to choose a custodian to safeguard our client assets. To do so, MDRN Capital has chosen to use Altruist.
Altruist
While there are many different choices when it comes to custodians, MDRN Capital believes that Altruist provides our clients with the best of both worlds when it comes to Asset Security and Industry Leading Technology. Please feel free to check out more information about Altruist by visiting https://altruist.com/client-hub/.
| Altruist | Legacy Custodians | |
|---|---|---|
| Expanded FDIC Coverage | ||
| Excess SIPC Coverage | ||
| PII Data Encryption | ||
| 2-Factor Authentication | ||
| Regulated by FINRA & SEC | ||
| Completes Annual SOC 2 Type 2 Exam | ||
| Unauthorized Activity Guarantee | ||
| Fractional Shares in Managed Accounts | ||
| Same-Day Account Opening & Funding | ||
| Integrated Tax Management | ||
| Direct Indexing |