Sanctuary Advisors, LLC

Sanctuary Advisors provides investment advisory and financial planning services to a broad client base that includes individuals (including high-net-worth clients), corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, retirement-plan consulting and selection of sub‑advisors, and generally charges advisory fees as a percentage of assets under management; Sanctuary Advisors operates through a large network of independent investment advisor representatives and an affiliated broker‑dealer.

Sanctuary builds customized investment programs delivered as Advisor‑Directed accounts, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and both wrap and non‑wrap solutions, using discretionary and non‑discretionary arrangements as appropriate. Advisors on the platform may follow distinct investment philosophies, and the firm routinely uses sub‑advisors and third‑party model platforms (including BNY Melon and Adhesion) to implement and monitor strategies.

What distinguishes Sanctuary Advisors among large enterprise firms is its integrated affiliate structure and recent consolidation activity — including the April 2024 acquisition of tru Independence Asset Management (TIAM and TIAM2) and multiple affiliated operating entities (an affiliated broker‑dealer, asset‑management and family‑office service lines, insurance solutions, and global/offshore offerings). The firm also supports dually licensed IARs who can deliver both advisory and brokerage services, offers offshore UCITS SMA solutions for non‑U.S. clients, and maintains strategic ownership and alliance relationships (including ties to outside managers) that the brochure discloses as potential conflicts and describes policies to manage.