Independence Optimized

Embrace your entrepreneurial spirit and keep your advice independent. tru Independence partners with financial advisors to give you the conflict-free platform, people and support you need to thrive.

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You Advise, We Optimize

tru Independence stands up for the RIA’s right to freedom and stands in the gap for financial advisors who ideally desire to lead their own firm, but want guidance, expertise, and support to confidentially optimize outcomes.

Revenue

You own your clients and build your business your way with full control over your profitability.

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Technology

Your potential unshackled with cutting edge advisor technology sourced, implemented and ready for work.

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Marketing

Your brand, story and marketing services fully compliant and ready to support your growth.

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“The proactive, lets-figure-it-out, approach was a total paradigm shift for our team and now we can never go back.”

Tommy Martin

CFP®, CPWA®, Partner, Vestia

“Thanks to tru Independence, working on HR and payroll is one of the easiest parts of my job.”

Kelly V. Aimone

JD, Patron Partners

“Knowing the right things is only half the equation…being able to execute on their knowledge is the other. tru can do both.”

Jason Bratt

Partner, NBC Capital Advisors

“Like every advisory firm, this is a people business and the emotional intelligence we receive from tru mirrors the way we serve our clients.”

Brendan Connaughton

Partner, Catalyst Private Wealth

Who We Serve

Built to Power Independence

Gain more time for client focused work through partnering with our team. You’ll secure access to a comprehensive suite of business management solutions.

Focus on your clients without operational distractions.
Consistently increase your value with clients and the value of your business.
Leave your technology and back office concerns to the experts.
Partner with a trusted professional guide that honors your independence.

Breakaway Advisors

Your path to Independence has been a long time coming. We know you need a partner who will help you achieve independence without compromise.

Established Registered Investment Advisors (RIA’s)

Running a successful independent advisory firm requires much more than serving clients well. When the business of your business feels overwhelming, we’re here to help.

Solutions

Solutions for Entrepeneurial RIA’s

You deserve a partner you can delegate your important business decisions to with confidence. Our skilled team of professionals understand RIAs to help your firm reach your full potential.

Technology

From connecting operational apps to running your planning and portfolio accounting software, tru Independence can serve as you.

Operations

Gain logistic and tactical efficiency so you can spend more time on what matters most.

Compliance

Get more than just efficient regulatory processes. Work with a compliance team that provides competent, organized and timely guidance.

Investments

From core asset allocation to one-off special situation assistance, our team is ready to help you create and communicate the solutions that your clients need. Get the scale you need to win new clients and serve them with excellence.

Marketing

Build a brand around your unique values, perspective and clients. Clearly articulate your value proposition and get the resources you need to communicate about your firm.

Finance

Work on your business, instead of just in your business. You can automate your financial processes, reduce your reliance on spreadsheets, and get greater visibility into your real-time business performance.

Our Commitment

Committed to Helping You Deliver Excellence

Advisors deserve a partner to delegate technology, critical business processes, and compliances to a skilled team of professionals who understand RIA’s.

Advocacy

We relentlessly strive to provide you with the best pricing, service and experience from third party providers so that you can focus on your clients and your business.

Access

Connect with technology, industry and subject matter experts that aren’t just available to provide advice – they work on your behalf to help you achieve excellence.

Accountability

In a world dominated by fast moving service providers, we are steadfast in our commitment and always accountable to you.

Frequently asked questions

Everything you need to know about working with tru

Is tru Independence an RIA?

tru Independence is a services based platform that provides unconflicted, uncompromised advice for new and existing RIAs. tru Independence also has an RIA. Advisors seeking a corporate RIA can find a solution with tru Independence and advisors with an RIA already, can receive services with tru Independence.

Rest assured that tru is not competing with you for your clients’ AUM.

What does it cost to work with tru Independence?

No RIA is exactly the same. We recognize that your business, client base and needs are unique. Because of this, we will create a customized plan specifically for you. Contact us to learn more.

What technology do you support for my RIA?

We want to make sure that you have the best technology for your clients. We work to guide and support you from core business applications to CRM to financial planning software.

How does it work with use tru Independence for compliance?

Our compliance team acts as your own, so you never have to worry about keeping up to date with changing regulations or guidelines. If you already have a compliance team, we can provide additional support, guidance and independent opinions.

How does communciation work with tru Independence?

From day one, you’ll be paired with a Business Transition Coach who will help you navigate every aspect of your firm. Once completely through transition, your Business Consultant will help you optimize to reach your goals. All of the tru Independence services teams are available to you for specific guidance and assistance. We serve you the way you serve your clients – with your best interest in mind.