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.

Supporting Entrepreneurship

Our passion for entrepreneurship shapes everything we do—from the way we do business to the comprehensive services we provide.

We believe that independence holds the key to better client service and more transparent wealth management practices. It’s simple: when you do what’s right for your clients, success will undoubtedly follow.

While the transition from employee to entrepreneur can be intimidating, we believe the benefits of independence are truly limitless. Our aim is to help investment professionals discover these benefits firsthand and build thriving independent firms on their own terms.

Building Stronger Communities

One of tru’s core values is to positively impact the communities where we serve our member firms. That’s why we give back 10% of our profits through partnerships with local charities, benefiting those with the greatest need.