GREENWICH, Conn., July 30, 2018 /PRNewswire/ -- tru Independence announces that Jadwin Asset Management is the latest financial advisory team to leverage the tru Independence platform. Under the leadership of John Knox, Founder & Managing Director, the Greenwich based firm offers independent wealth management services through a highly individualized and client-centric model.
Knox has extensive investment and wealth management industry experience. Prior to founding Jadwin Asset Management in 2018, Knox was a Managing Director and Senior Wealth Advisor at Bessemer Trust, a privately owned and independent family office. Before joining Bessemer Trust in 2012, Knox was President and subsequently Chairman of First Republic Investment Management and its predecessor Trainer Wortham and Co. for over fifteen years and then a Managing Director at JP Morgan's Private Wealth Management division. Knox began his career as a principal and Senior Portfolio Manager at Morgan Stanley Asset Management, where he oversaw the management of equity and fixed income portfolios. Knox graduated from Princeton with a BA in Economics.
Jadwin Asset Management primarily services high-net worth individuals and families with a focus on creating a trusted advisor relationship. By employing a competitive basis and conducting proprietary research, Jadwin ensures independent and custom tailored strategies for their clients while remaining completely open and transparent with regards to fees. Jadwin's investment approach focuses on stocks, bonds, mutual funds and ETFs, and avoids derivatives, structured notes and esoteric securities, securities with embedded loads and sales charges.
"Complete transparency and a culture that puts the client first is the foundation of our mission statement at Jadwin, where we strive to protect our clients and worry about their money so they don't have to. We chose to work with tru Independence for a number of reasons, but most importantly we were impressed by their honest and straight forward approach, which stood out from other platform providers," said Knox.
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 focus on their clients and grow their businesses.
"We are excited to partner with John and Jadwin Asset Management. John's background and pedigree are a testament to his investment industry expertise. His transparency, commitment and passion for servicing clients makes him an ideal partner. At tru Independence we are confident John will build a thriving and client-centric boutique firm that really stands out from other offerings," said Craig Stuvland, President/CEO of tru Independence.
For media inquiries, please contact Tony Kono at (646) 922-7767 or [email protected].
About Jadwin Asset Management
Jadwin Asset Management is an Investment & Wealth Management firm based in Greenwich, Connecticut. The firm was founded by John Knox with a focus on serving high-net worth individuals and families. The firm provides custom tailored strategies for clients through a transparent and independent approach to investing. For more information, please call (203) 859-9500 or visit us at www.jadwinam.com.
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 and current RIA firms looking to maximize their core strengths. The firm diligently focuses on and invests in three core disciplines - business consulting, investment consulting and a commitment to drive new business to their partner firms.
To deliver open architecture solutions tru Independence leverages their intellectual capital, robust platform and its relationship with best in class vendors/providers. 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 a majority equity position of their firms. Drawing upon decades of industry experience, tru Independence is dedicated to ensuring its partner advisory firms maximize their enterprise value by adhering to the highest level of fiduciary care for their clients. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.
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Tony Kono |
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| (646) 922-7767 |
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SOURCE Jadwin Asset Management
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