PORTLAND, Ore., July 18, 2016 /PRNewswire/ -- tru Independence announced today that it has been selected to join an exclusive community of investors, lenders and industry professionals created by RIA Capital Solutions in order to serve financial advisor teams that are looking to become independent practices.
"Our focus at tru Independence has always been on supporting entrepreneurial financial advisors," said Craig Stuvland, president and CEO, tru Independence. "Partnering with RIA Capital Solutions is a mutually beneficial and natural evolution of our business model."
RIA Capital Solutions (www.riacapsol.com) was launched in March of this year as a joint consulting venture led by Old Greenwich Consultants and a select group of industry partners, including custodians. In addition to delivering capitalization strategies and solutions, RIA Capital Solutions advises and consults to financial advisor teams to facilitate the successful launch of new RIAs.
As a middle office partner, tru Independence provides an open-architecture platform and supporting resources such as transition services, business consulting, and an institutional investment platform to support the growth of independent partner firms. Since launching two years ago, tru Independence has added nine partner firms, and the company plans to announce additional launches in the near future.
"At RIA Capital Solutions, our mission is to connect financial advisor teams that want to break away from the traditional 'brokerage' model with the best partners to help them establish thriving independent businesses," said Jeff Bischoff, founder, RIA Capital Solutions. "The tru Independence platform is a valuable resource for the niche market of financial advisors that we serve, and we are excited to partner with Craig and his team."
For media inquiries, please contact Tony Kono at (646) 922-7767 or [email protected].
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. 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.
SOURCE tru Independence