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Colin M
Series 66
Houston, TX
Altruist Advisors LLC
Colin Monteith is a financial advisor at Altruist Advisors LLC with three years of industry experience and holds a Series 66 credential. His prior roles include positions at Ameriprise and Morgan Stanley. Outside of advising, he assists with bookkeeping and payroll management for his family ranch’s cattle and hunting business in Texas. Altruist Advisors serves individual investors, trusts, and estates by providing discretionary portfolio management and financial planning through a team of six affiliated advisers. The firm utilizes a blend of fundamental, technical, and quantitative analysis alongside model-based portfolios accessed via its proprietary technology platform.
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