TRU Independence Asset Management 2, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,149,792
Clients
200
Advisors
4
across 4 offices
About
tru Independence Asset Management 2, LLC (TIAM2) serves a mix of individual and institutional clients — including high‑net‑worth individuals, ERISA and pension plans, trusts, and businesses — providing discretionary and non‑discretionary investment management, standalone financial planning, pension consulting, and third‑party manager selection. The firm’s brochure reports it manages roughly $264.7 million across about 305 accounts and offers both integrated investment management and separate financial planning engagements.
TIAM2’s investment approach blends active and passive strategies across equities, fixed income, ETFs, mutual funds, alternatives and options, using technical and fundamental analysis, Modern Portfolio Theory and diversified asset allocation while monitoring portfolios on an ongoing basis. The firm works with independent managers and sub‑advisors, uses the Pontera platform to manage assets held away from its primary custodians, and discloses that it may employ margin/borrowing in customized strategies for certain high‑net‑worth clients.
Noteworthy operational features include its structure as a wholly owned subsidiary of Sanctuary Wealth operating under two DBAs (Merit and Rely) and a multi‑office footprint, with several disclosed affiliations (tru Independence, Sanctuary Securities, DPL and relationships tied to Azimut/Kennedy Lewis) that provide platform, custody and insurance‑related services and are identified as potential conflicts the firm manages. The brochure also addresses non‑U.S. securities and currency risks and documents specific custody and standing letter‑of‑authorization procedures for held‑away accounts, and it notes the firm does not maintain a public website.
Client services
Expertise
Fee options
Fixed fees for consulting services and potentially negotiated pension consulting services.
Up to 1.25% annually (may be flat percentage, fixed dollar amount, or tiered fee schedule)
Minimum fee: Minimum annual fee depends on the DBA and may be waived or discounted at the Firm's discretion. Fee-only: Financial planning and consulting fees charged monthly based on agreement; fixed reporting fees or fees up to 0.20% of non-managed assets may apply.
Main office
See office15350 SW Sequoia Parkway, Suite 250
Portland OR 97224
Advisors at this office
1
Offices (4)
Most active in
California · Colorado · Oregon · Tennessee · Texas
Also doing business as
Elevatus Wealth Management · Merit Wealth Management, LLC · Rely Wealth Partners, LLC · Tru Independence Asset Management 2 · Tru Independence Asset Management 2, LLC · Tru Independence Asset Management, LLC · Tru Investment Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey G
Series 63, Series 66
Franklin, TN
TRU Independence Asset Management 2, LLC
Jeffrey Griswold is a financial advisor with TRU Independence Asset Management 2, LLC and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Merit Risk Management, LLC and Merit Wealth Management, LLC. TRU Independence Asset Management 2, LLC serves individual and institutional clients such as high-net-worth individuals, pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party manager selection, employing a blend of active and passive strategies across multiple asset classes.
Jennifer V
CFP®, Series 63
Littleton, CO
TRU Independence Asset Management 2, LLC
Jennifer Vandusseldorp is a CFP® with two years of industry experience, currently serving at tru Independence Asset Management 2, LLC. Her prior roles include positions at R. Kent Harris & Associates, Computershare / NewRez, and Fidelity Investments. tru Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, providing both discretionary and non-discretionary investment management as well as standalone financial planning and consulting. The firm employs a blended investment approach using active and passive strategies across various asset classes and utilizes independent managers and sub-advisors in its portfolio management.
Stacy S
Series 63, Series 66
Portland, OR
TRU Independence Asset Management 2, LLC
Stacy Sizemore is a financial advisor at TRU Independence Asset Management 2, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Sanctuary Securities, Inc., Sound Legacy Wealth Advisors, and D.A. Davidson & Co. Sizemore also serves as Chief Compliance Officer for the parent company, tru Independence LLC. TRU Independence Asset Management 2, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting for individual and institutional clients. The firm employs a blended investment approach using both active and passive strategies across various asset classes and works with independent managers and sub-advisors.
Nicolas C
Series 65
Santa Monica, CA
TRU Independence Asset Management 2, LLC
Nicolas Castano is a financial advisor at TRU Independence Asset Management 2, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Merit Wealth Management, Morton Wealth, UCLA Extension, and AProvideC. TRU Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals, ERISA and pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, standalone financial planning, pension consulting, and third-party manager selection, utilizing a blend of active and passive strategies across multiple asset classes.
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