tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms—while maintaining 100% ownership stake of their new entity.
"Craig and his team have been building successful businesses their entire careers. He's a passionate entrepreneur with great leadership skills.”
— Jim Crabbe (former Chairman/CEO of The Crabbe Huson Group)
“From the first time I met Craig, he told me he was out to fan the flames of the revolution to advisor independence. I knew then we were cut from the same cloth.”
— Brian Hamburger, CEO/MarketCounsel
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tru Independence is the premier consulting and service platform for investment professionals seeking to launch independent firms, while maintaining 100% equity ownership.
Our member firms maintain 100% equity ownership of their business and retain their unique brand identity. That means that they can build their business and serve their clients on their own terms. LEARN MORE ›
tru Independence was founded with one goal in mind: to empower investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms. LEARN MORE ›