Maximize Client Returns with TaxIQ: 
Altruist's New Tax Management Suite

Date and time:
Thursday, July 11th, 2024

10 AM PT / 1PM ET

Join us for a webinar with Adam Grealish, Head of Investments at Altruist, as he introduces TaxIQ—our innovative, easy-to-use tax management solution built for RIAs. Learn how TaxIQ's automated tax loss harvesting and tax sensitivity rebalancing can save your clients thousands of dollars each year.

What we’ll cover: 

  • Discover TaxIQ: Explore how this powerful tool simplifies complex tax strategies through automation, helping clients keep more of what they earn.
  • Increase Tax Efficiency: Understand how implementing straightforward, effective tax management strategies can yield up to 2% of tax alpha annually for every client.
  • See TaxIQ in Action: Adam will demonstrate how TaxIQ works and discuss its transformative potential for your practice, including how these strategies have traditionally been complex and time-consuming.
  • Exclusive Offer: Find out how you can try TaxIQ for free* for a limited time and see the benefits firsthand.
By the end of this session, you'll learn how TaxIQ can reduce tax liabilities and boost after-tax returns, leading to satisfied clients and more referrals. Join us to learn how to differentiate your practice in a competitive market and help your clients achieve their long-term financial goals.



Adam Grealish
Head of Investments

With a career rooted in financial innovation, Adam Grealish brings a wealth of finance and investing expertise to Altruist. He most recently led Betterment’s strategic asset allocation, fund selection, automated portfolio management, and tax strategies. Prior to that, Adam served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies. Earlier in his career, Adam was part of the global quantitative equity portfolio management team at New York Life Investments. 

*TLH Tool Fee is waived until October 1, 2024. Other fees may apply, see for more information..