A complete list of active advisors currently associated with Truehand Inc

Warmer can help you find a great advisor at Truehand Inc or one who fits your needs even better.

Truehand serves individuals, families, and entities — including taxable accounts and trusts — providing investment management, financial planning, and a range of fiduciary and ancillary services. As a single-advisor independent RIA, it manages about $16.45 million for roughly a dozen clients across discretionary and advisory relationships. The firm’s investment process blends quantitative tools with qualitative judgment and generally favors large‑capitalization, blue‑chip positions within a buy‑and‑hold, “constrained opportunist” framework; it generally avoids leverage and treats derivatives cautiously. Services are organized in four tiers — discretionary active management, periodic non‑discretionary advice, a passive custody option with a bespoke ESG overlay that constructs adjusted indices via sampling, and a basic passive custody mandate — with differing review cadences and limited quarterly planning hours for passive tiers. Truehand’s practice combines custody and formal fiduciary roles (trustee, executor, attorney‑in‑fact) with concierge‑style ancillary work such as bill paying, insurance supervision, and coordination with tax and legal professionals, which is less common among very small independent firms. The advisor’s technical background in software/engineering together with advanced investment training (progress through the CFA program) informs the firm’s systematic use of data and its willingness to implement customized ESG indexing despite its small client base.

To learn more about the advisors currently working at Truehand Inc, 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.