OWN YOUR FUTURE

Build the business you’ve always imagined. Serve your clients without compromise. If you’re ready to make an impact, build an enterprise, leave a legacy and take charge of your own destiny, welcome to tru Independence.

About tru

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.

Our Services

From business formation and launch to growth acceleration strategies, tru Independence provides a comprehensive service platform to support your business now and in the future.

tru Community

Our community is comprised of independent investment advisory and wealth management firms committed to driving their clients’ success on their own terms.

 

BECOME AN INDEPENDENT FIRM

The benefits of independence are limitless and with tru, they’re closer than you think. If you’re ready to blaze a new path forward and build a thriving independent business, tru Independence can help power your success.

LEARN MORE ABOUT US

tru Independence is the premier consulting and service platform for investment professionals seeking to launch independent firms, while maintaining 100% equity ownership.

Our Team
Over the last two decades, our experienced team has helped countless advisors become successful entrepreneurs. LEARN MORE › 
Our Community

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 › 

Our Mission

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 ›

Our Strategy

tru Independence uses industry-leading tools and technology to prepare you with everything you need to transform your company vision into a well-formed reality. LEARN MORE ›

PRESS RELEASES

Holly Street Wealth Advisors Joins tru Independence Platform

PORTLAND, Ore., June 12, 2017 /PRNewswire/ — tru Independence announced today that Holly Street Wealth Advisors has joined the tru Independence platform. Headquartered in Pasadena, Calif., Holly Street Wealth Advisors is...

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Samara Capital Launches

PORTLAND, ORE.—February 13, 2017—Samara Capital launched today on the tru Independence platform. The Portland-based team manages approximately $480 million in assets under the leadership of Managing Director Tasha Winkler and...

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Allium Financial Advisors Launches

PORTLAND, Ore., Oct. 5, 2016 /PRNewswire/ — Allium Financial Advisors launched today on the tru Independence platform. The financial advisory practice is based in Portland, Ore., the group was responsible for...

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Pure Portfolios Launches on tru Independence Platform

PORTLAND, Ore., Aug. 1, 2016 /PRNewswire/ — tru Independence announced today that RIA Pure Portfolios has launched on the tru Independence platform. Nik Schuurmans, CFA and founder of the Pure...

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Kohala Capital Partners Selects tru Independence Platform

PORTLAND, Ore., April 4, 2016 /PRNewswire/ — tru Independence announced today that Kohala Capital Partners has selected the tru Independence platform to provide back-office support for the firm. Kohala Capital...

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Washington Park Advisors Launches on tru Independence Platform

PORTLAND, Ore., March 1, 2016 /PRNewswire/ — Washington Park Advisors launched today on the tru Independence platform. The four-person wealth management practice based in Portland, Ore. currently oversees approximately $400...

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Encompass Wealth Advisors Expands Practice

Experienced Principal Rick Conway & Rubicon Global Advisors CEO Mohammad Saeed Rahman Transition to Encompass a Year after its Launch in Partnership with tru Independence PORTLAND, ORE.—October 21, 2015—Encompass Wealth...

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tru Independence Teams with Mutual Securities

PORTLAND, Ore., Oct. 13, 2015 /PRNewswire/ — Wealth management practices with both brokerage and fee-based divisions can achieve independence along with management control over their businesses through a single platform,...

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UBS Wealth Team With $400 Million Bolts to Start Boutique

by Anthony Effinger Aug. 5, 2015 Orignal article at bloomberg.com Paul Tanner, a wealth manager at UBS Group AG who oversaw about $400 million, left with colleagues Monday to start...

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