PORTLAND, OR. – July 22, 2015 – tru Independence (http://www.tru-ind.com), a premier consulting and services platform for wealth management firms seeking independence, announces its partnership with TruClarity, an independent advisor incubator that transforms advisors into business owners without the need to be business operators.
TruClarity will utilize tru Independence’s back-office technology and consulting platform, allowing it to focus its efforts on optimizing solutions for investment professionals leaving wirehouse firms to pursue business independence.
“Breakaway financial advisors need expert support and services so they can focus on what really matters to them—their clients,” said Craig Stuvland, president and chief executive officer at tru Independence. “We believe strongly in the people and the strategy behind TruClarity. Our primary goal is to assist TruClarity in delivering new business owners maximum enterprise value.”
tru Independence provides many of the “behind the scenes” services needed to launch a successful independent firm including business formation and analysis, compliance and broker protocols, office procurement, technology platform, access to premier service providers (including custodians and research), marketing, branding, and launch support.
“We are thrilled to partner with tru Independence and leverage its back-office expertise with our innovative turnkey business incubator,” said Craig Butler, president at TruClarity. “The accord allows us to streamline our business strategy, capitalize on the growing exodus of wirehouse financial advisors, and help financial professionals achieve their dreams of owning their own firm.”
For media inquiries, please contact Michael Chiong at (646) 922-7764 or firstname.lastname@example.org.
About tru Independence
Through uncompromising investment in people and technology, tru Independence delivers a premier consulting and services platform for wealth management firms seeking independence. The firm diligently focuses on and invests in three core disciplines – investment consulting, business consulting and new business development.
To deliver unrivalled excellence, tru Independence leverages key relationships by outsourcing to the best providers and platforms. The company’s consultative process is defined by simplicity, clarity and transparency, grounded on the belief that its partners can best control their future by owning the equity of their firms. Drawing upon decades of industry experience, tru Independence is committed to ensuring that its partners maximize their enterprise value. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.
TruClarity is a new, innovative brand in the financial services marketplace that is aggressively capitalizing on the growing exodus of wirehouse financial advisors seeking independence. The core business model serves as a turnkey business incubator, turning frustrated employee advisors into business owners without the need to be business operators. Each office is its own legal entity and shares the TruClarity brand. For more information, please call (813) 384-4817 or visit us at www.truclaritywa.com.