tru Independence Launches Traditional & Alternative Investment Solutions Platform for RIAs

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  • February 12, 2015

tru Independence, a premier consulting and services platform for wealth management firms seeking independence, today announces the launch of their elite investment platform offering both traditional and alternative investment solutions for independent RIAs.

“It’s all about our advisor teams and their clients receiving access to best-in-class institutional managers across the entire spectrum of asset classes,” said Craig Stuvland, President and Chief Executive Officer of tru Independence. “These portfolios are typically only available to the most sophisticated investors, including ultra-high-net-worth families, foundations, endowments and pension plans.”

tru is committed to building out their investment platform by offering sophisticated, flexible and customizable solutions including tru’s Separately Managed Account (truSMA), Unified Managed Account (truUMA) and Alternative (truALTS) solutions.

LCG Associates, an institutional investment consultant, is providing capital market and investment manager research to the tru platform.

“LCG ultimately earned our business because of their independent, unbiased deep research capabilities and extensive background in alternative investments,” said Stuvland. “Their Senior Consultants are involved in the sourcing and on-going due diligence of institutional quality managers. They care about risk-adjusted, after-tax returns; an important consideration for any investor. “
A key component to successful investing is anticipating trends, themes and special opportunities to incorporate into the client’s overall portfolio construction. One of tru’s primary investment consulting goals is to deliver investment solutions that mirror what the most forward thinking investors are pursuing.

“LCG represents our beliefs; they are an independent, employee-owned firm with hard-working professionals like the advisory firms we serve,” said Stuvland. “We value the way LCG is structured for long-term stability, they are passionate about the work they do for their clients and it’s reflected in the way they limit the number of relationships they work with.”

Atlanta-based LCG was founded in 1973 and advises on over $72 billion in assets. LCG provides objective investment advice to corporations, foundations, endowments and non-profit organizations, as well as high- net-worth families and other private investors.

“We are excited to work with tru Independence and help support their vision for independent RIA’s,” said Ed Johnson, President and CEO of LCG Associates.

“With additional teams joining tru in 2015, we have the capability of delivering on various flexible formats; access to traditional and alternative managers who may not be well known or available to non-institutional clients,”said Stuvland.

 

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