INTERLAKE's TECH & TOOLS: Values-Alignment


Technology has made personalization a routine part of our lives in many areas. In the realm of investments, Interlake’s partnership with Seeds offers our private clients the opportunity to personlize their portfolios in a simple, elegant way. From risk to values to goals, Seeds can help you express what matters most to you, then match your investments to those priorities seamlessly on the Altruist platform. 

values laptop

To experience the first stage of this priority-discovery process, please click here to complete a Seeds assessment. Once you’ve completed your initial assessment, we can explore your Seeds proposal together, compare it to your current investments, revise the proposal as needed, and implement your personalized investment program at Altruist. Questions about the process? Let us know and we’ll be in touch to help. 

mindset cardClick Here to Begin a Seeds Assessment
The first step toward a better tomorrow is a conversation today
Schedule a Call with Interlake