Trueman Brown

Trueman Brown provides financial planning, consulting and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and corporate entities. The firm manages approximately $196 million in client assets and delivers both discretionary and non‑discretionary portfolio management, along with advice on insurance products and employer‑sponsored retirement and education plans.

The firm employs a mix of fundamental and technical analysis and seeks long‑term growth of capital while attempting to preserve assets during volatile markets, allocating across mutual funds, ETFs, individual equities and fixed income. Trueman Brown also implements strategies that can include options, alternative investments and—when clients qualify—privately placed securities, and it tailors allocations and conducts at least quarterly reviews based on each client’s risk tolerance and time horizon.

Distinctive operational features include a single‑advisor structure overseeing a relatively large asset base with no stated account minimum, and the ability to advise on investments held outside the primary custodian (e.g., variable annuities and 529 plans). The firm’s supervised persons may sell insurance on a commission basis, it uses standing letters of authorization for client transfers under the SEC’s no‑action framework, and it recommends Fidelity for custody while receiving software, research and other economic benefits that clients should consider.