Trutoro

Trutoro provides portfolio management and financial planning for individual clients (including high-net-worth individuals) as well as foundations, charitable organizations, corporations, trusts, guardianships, and estates. The firm reports discretionary management of roughly $142 million in client assets across accounts custodied at Charles Schwab and SEI and works with clients using a profile questionnaire and regular reviews to tailor services.

The firm describes a proactive investment process that blends fundamental, quantitative, technical, and cyclical analysis and constructs portfolios from equities, fixed income, mutual funds, ETFs, and derivatives such as options. Trutoro also offers access to third‑party money management through SEI and typically operates with discretionary trading authority while honoring client‑imposed restrictions in writing.

A notable aspect of Trutoro’s business is its broader financial‑industry activity: the firm has been registered as a broker‑dealer (with a broker‑dealer close date noted as March 21, 2026 and an undefined expected date to close its RIA) and is licensed as an insurance agency, and its personnel may be registered representatives or insurance agents who can earn commissions separate from advisory fees. The use of options in managed accounts and the combination of advisory, brokerage, and insurance activities are less common among comparable supported firms and are disclosed as potential sources of conflicts of interest.