WHY TRUE WAS ESTABLISHED
TRUE PWA was founded in September 2012 on the belief that independent investment advisors are uniquely positioned to deliver unbiased and uncompromised advice. Our founders' 70+ years in the investment industry proved to us that large brokerages or “financial supermarkets" have inherent flaws including: A lack of transparency around fees, Excessive conflicts of interest and A bureaucracy that constantly takes advisors away from client service.
In short, large firms have lost sight of the fact that wealth management is inherently a client-centric business. TRUE was established to put the client back as the focus of the relationship. In fact our logo was designed with "U" as the focal point of our firm. The client is why our firm exists—and we never lose sight of that. We are entrusted as a fiduciary of our clients’ wealth, and every decision we make—from the professional partnerships we enter to the selection of investments—is done with that responsibility in mind.
PRINCIPLES ON WHICH WE OPERATE
As wealth managers, we believe that a comprehensive approach to our clients' financial situation is critical to success.
Our role goes beyond choosing suitable investments; we strive to understand all the critical components, variables and people that impact our clients’ financial well being. We operate as Trusted Advisors, serving on our clients' financial team along with their tax, estate and legal advisors. We seek multigenerational relationships with the families we serve.
INVESTMENT MANAGEMENT
We believe in a dynamic approach to asset and risk management.
Today's fast moving economy and markets require investment strategies that are flexible to meet changing environments. That flexibility must be tempered by a disciplined process for making decisions. We are keenly focused on the controllable variables that impact long-term returns; volatility reduction, fee minimization and tax efficiency.
CLIENT SERVICE MODEL
As part of our comprehensive approach We schedule Regular communications with our clients: phone calls, meetings and comprehensive reviews.
This service-intensive approach dictates that we work with fewer clients than typical advisors because we spend more time servicing each client. Our practice focuses on high-net-worth families, businesses, retirement plans and foundations. Our focus on this niche has allowed us to develop significant expertise in recognizing and addressing potential issues that impact our clients’ wealth, estate and asset transfer strategies.
OUR PARTNERS
The founding partners worked side by side with each other for many years prior to starting TRUE. We are extremely protective of our hard-earned reputation and professionalism.
As such, we will always be exceptionally selective on who we bring in as our partners. We are pleased that we have been able to attract highly experienced and highly principled partners and we look forward to bringing more on board. Our approach to growth has always been that it is far more important to get it right than to get it quick. Our partners all bring different experience and expertise to the firm. We constantly draw on each other's advice in serving the firm's clientele. While each advisor or team has their own clients we all realize the shared responsibility we have to all of TRUE's clientele.
