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 approximately $1 billion in assets, and was previously with Arnerich Massena, Inc. The team is led by Sheree Arntson, Managing Director.
“We are thrilled to launch Allium Financial Advisors on the tru Independence platform and continue our team’s long tradition of working closely with clients in support of their financial goals,” said Arntson. “Launching Allium Financial Advisors is an ethical, intellectual, and deeply personal opportunity to shape our own culture and establish a higher standard of service and performance within our industry.”
Arntson joined Arnerich Massena in 1994, where she provided leadership and oversight of the firm’s wealth management services. Her responsibilities during her 22-year tenure included: client portfolio management, client relations, and the design and implementation of client investment and retirement planning education programs.
Allium Financial Advisors will serve high-net-worth families and non-profit organizations nationwide.
“Our team works tremendously well together, and we look forward to deepening our relationships and forging new ones as Allium Financial Advisors,” added Arntson.
tru Independence partners with financial advisory practices to provide them with the platform and resources needed to establish and operate their own independent firms. Allium Financial Advisors selected tru Independence for its middle- and back-office capabilities, state-of-the-art technology and institutional research from tru Independence’s open-architecture platform.
“The Allium team is a focused, talented and experienced group of professionals who have been serving families and institutions across the U.S. for over two decades. We are committed to helping them build a substantial and well-run practice,” said Craig Stuvland, President and CEO, tru Independence.
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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.