A complete list of active advisors currently associated with Tru Independence Asset Management, LLC

Warmer can help you find a great advisor at Tru Independence Asset Management, LLC or one who fits your needs even better.

tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high‑net‑worth clients, retirement plans, and other institutional and business clients, managing approximately $336.9 million in client assets across more than one thousand accounts. Its services include the use and selection of Independent Managers, third‑party sub‑advisors, and digital platforms such as Betterment for Advisors and held‑away solutions via a third‑party platform. The firm constructs diversified portfolios using both active and passive strategies across equities, fixed income, alternatives and exchange‑traded funds, and may employ options and other derivatives as well as margin/borrowing for customized high‑net‑worth strategies when appropriate. TIAM monitors accounts on an ongoing basis, offers both standalone financial plans and integrated portfolio management, and sponsors the YellowWood Wealth Solutions wrap program for a substantial portion of its assets. TIAM is a wholly owned subsidiary of Sanctuary Wealth and maintains affiliations with multiple other advisory and asset‑management entities, and several supervised persons are registered representatives of broker‑dealers (including arrangements with APW Capital and Sanctuary Securities), which enables access to brokerage and insurance platforms (including DPL). The combination of acting as a wrap‑program sponsor (about $308.2 million under the wrap), operating through a mix of digital and held‑away platforms, and maintaining affiliated adviser and brokerage/insurance relationships is less common among peer team firms and is described in its brochure as creating specific service options and potential conflicts of interest.

To learn more about the advisors currently working at Tru Independence Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.