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 an SEC Registered Investment Advisor under the leadership of CEO and Senior Managing Director Thomas W. Hulick.
The team at Holly Street Wealth Advisors delivers white-glove wealth planning, investment management and advisory services to families, foundations and endowments. The firm is a subsidiary of Hulick Capital Management, a national wealth management company with assets under management of $700 million, including Woodcliff Lake, N.J.-based asset management firm Strategy Asset Managers.
Thomas Hulick is a Certified Investment Management Analyst (CIMA ®) with over 20 years of experience in banking and private wealth management. “As Holly Street Wealth Advisors and Hulick Capital Management continue to grow, we need a like-minded partner on whom we can rely for back-office and other support resources,” said Hulick. “The tru Independence platform enables our advisors and me to focus on the most important element of our jobs: serving our clients.”
Founded in 2014, tru Independence supports advisors in many aspects of middle and back office support. The firm serves a variety of accomplished financial advisors allowing them to grow their businesses.
“Tom and Holly Street Wealth Advisors are visionaries with a deep, sincere commitment to serving their clients,” said Craig Stuvland, president and CEO, tru Independence. “We are excited to partner with Holly Street Wealth Advisors in support of their vision for building out their national wealth management footprint.”
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About Holly Street Wealth Advisors
Founded in 2013, Holly Street Wealth Advisors is an independent and privately held Registered Investment Advisor with the SEC. Their core team has over 75 years of combined experience in investment advice, portfolio construction, and advisory services to individuals, families and a variety of institutional investors including foundations and endowments. Services provided include wealth planning, investment management and business advisory services. For more information, please visit http://www.hollystreetwealth.com/.
About tru Independence
Through uncompromising investment in people and technology, tru Independence delivers a premier consulting and services platform for existing RIA’s and 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.