New Orleans, LA Office

True Financial provides discretionary portfolio management, financial planning, and pension consulting to individuals as well as pension and profit‑sharing plans, including 401(k) plans. The firm manages approximately $11.8 million in discretionary assets, prepares written investment policy statements, and delivers one‑time financial plans alongside ongoing monitoring and quarterly reporting.

The firm implements a mix of fundamental analysis and modern portfolio theory and uses both long‑term and short‑term trading across mutual funds, ETFs (including precious metal ETFs), fixed income, real estate funds, annuities and select private placements. True Financial operates as a fiduciary, documents clients’ risk tolerances and objectives, and generally manages accounts on a discretionary basis to seek fair and equitable allocation of investment opportunities.

True Financial is distinctive among similar independent advisers for offering formal pension consulting services—such as identifying plan objectives, recommending money managers and creating written pension plans—which is relatively uncommon for firms of its size. The firm’s principal holds an active law license but does not practice law or provide legal services to clients, and the firm requires clients to custody accounts with Charles Schwab Advisor Services.