True Range Strategic Wealth LLC

The firm provides discretionary and non-discretionary asset management and integrated financial planning to individuals, their trusts and estates, and to organizational clients including charitable organizations, non-profits and small-to-medium sized companies; it also states it can provide portfolio management for institutional clients, a service that is less common among similarly sized independent advisers. Services are governed by written agreements and delivered as ongoing account supervision and advice.

True Range uses a two-tier service model that distinguishes an active, high-touch discretionary track featuring covered calls, hedging and option-writing from a more passive, non-discretionary membership track aimed at income and preservation. Portfolios are monitored on an ongoing basis with annual reviews and financial planning included as part of the management program; clients may impose investment restrictions and select custody arrangements (the firm recommends Interactive Brokers).

Notable characteristics for a newly established independent adviser include having no assets under management as of the brochure date and offering institutional client management alongside retail services. The firm also discloses use of leverage and derivatives (options, futures, margin) as part of its toolkit and explicitly declines to vote client proxies, leaving that responsibility to clients.