Truell Financial LLC

Truell Financial LLC is an independent registered investment adviser that provides discretionary asset management and standalone financial planning and consulting to a very small number of clients, including individuals, trusts, estates, charitable organizations, and pension and profit‑sharing plans. Asset management portfolios are constructed from individual stocks, bonds, ETFs, options, mutual funds and other public investments, while financial planning engagements typically result in written plans or consultations tailored to client goals.

The firm uses a broad set of analytical methods—charting, cyclical, fundamental, quantitative, qualitative and technical—and applies asset allocation approaches that range from strategic to tactical and core‑satellite. Portfolios may incorporate leverage and derivatives: the brochure discloses use of margin, futures, options and short sales in client accounts and describes ongoing monitoring and rebalancing of holdings.

Noteworthy aspects include the adviser’s insurance activity—representatives are licensed insurance agents/brokers who may sell insurance products and receive customary sales compensation—and the firm’s explicit acceptance of corporate or pension plan clients in addition to individual clients. Compared with peers, the firm’s very small client base and modest assets under management stand out given its willingness to employ margin, derivatives and relatively active trading strategies.