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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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    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

    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.

    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.

    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.

    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.

    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.

    Only if you want them. Our tenured investment team can provide you with unconflicted investment solutions.

    Still have questions?

    Can’t find the answer you’re looking for? Please chat to our friendly team.

    Launch faster

    Create an RIA Built for the Future

    We’ve done all the heavy lifting so you don’t have to — get all the technology, support and guidance you need to launch and grow your firm faster.

    $8B

    Assets on Platform

    Our firms manage over 8 billion in assets and grow faster than industry averages

    53 min

    Average Response Time

    Our customers see a quick and transparent response time from our service team

    24

    Dedicated Team Members

    Our team is wholly focused on your success and is now located around the United States to serve your needs

    +8

    Eight Years of Independence

    tru Independence is proudly independently owned and operated

    Working with the Leading Custodians for Independent Advisors

    Talk with tru Independence Today

    Join today’s leading advisory firms who are powered by tru Independence.