Colorado Springs, CO Office

TruAdvisors Financial, LLC provides continuous investment advisory and portfolio management services to individuals (including high-net-worth and non‑HNW clients), as well as to corporations, pension and profit‑sharing plans, charitable institutions, foundations, endowments, estates, trusts and other institutions. Services are delivered through Investment Advisor Representatives who gather client financial and demographic information to develop individualized investment programs and ongoing advice.

The firm constructs client investment policies from an investment objective questionnaire and applies fundamental, technical and cyclical analysis to recommend securities such as stocks, ETFs, mutual funds and fixed income instruments. TruAdvisors also implements derivatives strategies — including options in separately managed accounts for hedging and other purposes — and discloses the attendant volatility risks and that clients may impose written restrictions on such strategies.

Notably, the brochure highlights the firm’s active use of derivatives in client accounts, a practice that is uncommon among peer firms in this support cohort. The firm also discloses that a principal is separately licensed to offer life, long‑term care insurance and fixed‑index annuities and that those insurance activities are offered and compensated separately from TruAdvisors’ advisory services.