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Conversion of Shareholders Service Group Accounts to AltruistPlatform Complete

  • January 2, 2025

BERWYN, Pa.–Red Spruce Capital, a privately held Registered Investment Advisor, announced today that all client accounts maintaining a previously established custody and brokerage relationship with Shareholders Service Group (SSG) have successfully converted to Altruist Financial, LLC. Altruist announced the acquisition of SSG in March of 2023.

Clients can view positions, statements, tax documents, etc. on Altruist’s web portal via the Red Spruce Capital website by clicking on the “My Account” link at the top right-hand corner of the screen or on mobile devices by downloading Altruist’s mobile app from the Apple or Android app stores…READ MORE

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