A complete list of active advisors currently associated with TRU Independence Asset Management 2, LLC
Warmer can help you find a great advisor at TRU Independence Asset Management 2, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at TRU Independence Asset Management 2, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse TRU Independence Asset Management 2, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Santa Monica, CA
| 2
| |
Franklin, TN
| 22
| |
Portland, OR
| 25
| |
Littleton, CO
| 2
|
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