Fresno, CA Office

Truvestments serves individuals, high‑net‑worth individuals, trusts, estates and retirement plans, providing discretionary and non‑discretionary investment management alongside financial planning and consulting. The firm also acts as an investment manager for pooled investment vehicles, managing client portfolios and offering access to a private investment fund.

The firm builds customized, primarily long‑term portfolios that emphasize low‑cost mutual funds and ETFs but may include individual stocks, bonds, private placements and cash positions to meet specific client objectives, with ongoing personal contact and periodic portfolio reviews. Truvestments employs a mix of fundamental, technical, cyclical, behavioral and charting analyses and may execute shorter‑term trades for rebalancing or to address market conditions or client needs.

Distinctive among multi‑team advisors, Truvestments serves as sponsor and investment manager to a private Bitcoin fund through an affiliated general partner, including the use of side‑letter arrangements and performance allocations as described in the Fund’s offering documents; the firm discloses that it may recommend the Fund to clients and does not charge its regular advisory fee on assets invested in the Fund. The firm also discloses related affiliations — including an affiliated GP for the Fund, an insurance affiliate and advisory persons registered with a broker‑dealer — and explains how those relationships and potential conflicts are managed in its disclosures and code of ethics.