Investment Management for Special Needs Trusts and Conservatorships

$1B+ Assets Under Management1
17,000+ Trust Beneficiaries2
25+ Pooled Special Needs Trusts3

Invest

Our expertise is in Investment Management*
for complex situations

We specialize in situations like yours, offering investment management for trusts,  special needs trusts, and other fiduciary accounts

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Adaptive investment management

Investment strategies that can factor in time horizons, spending needs, tax situations, risk tolerance, and more
Expertise in the field

True Link’s Financial Advisor's team includes nationally- recognized leaders in trust administration and special needs trust investment management
A disciplined investment approach

Diversified portfolios of low-cost ETFs to help reduce the impact that excess fees and taxes can have on net returns
No account minimums

We believe that the people you serve deserve the best — no matter their circumstance

For trusts, conservatorships, and more

Save time with simpler administration

With all of a trust’s record-keeping in one place, your financial management has never been easier.

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A single financial view

Manage budgets, distributions, and deposits alongside investment portfolios
Streamlined recordkeeping

Simplified accounting and reconciliation so that you can stay focused on the people you support
Built-in reporting

Whether it’s for bookkeeping, compliance, or business insight — the reports you need are a click away

Our team

The support you need

Your dedicated team supports more than your investments — we’re here for you so you have more time for those you serve. Our expertise comes from investment professionals, former fiduciaries and trust administrators from leading financial institutions.

Peter J Wall

Fiduciary Services

Widely recognized for his expertise in special needs investments, trust administration, and planning, Peter is a member of the Academy of Special Needs Planners.

Peter J Wall is the Director of Fiduciary Services at True Link Financial Advisors. With more than 20 years of trust administration experience at national bank trust companies, he is well known throughout the country for his deep understanding of special needs and Elder Law issues. Prior to joining True Link, Mr. Wall developed and led a dedicated Elder Law and SNT division of a nationally chartered $80B trust bank. This division coordinated fiduciary management, banking needs, unique asset management, tax preparation, and investment management for SNTs, PSNTs, and other fiduciary appointments. Mr. Wall currently serves on the Board of Directors for Easter Seals, as well as several other estate planning and charitable organizations; he is also a member of the Academy of Special Needs Planners. A frequent presenter on the topics of special needs trusts, estate planning, taxation, and trust administration, he is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition. He is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).
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Notable SNT/Tax/Financial Planning/Investment Speaking Engagements:

2016, 2018, 2019, 2020, 2021 & 2022 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts
2019, 2020 & 2021 National NAELA Conference
2017 & 2021 National Conference for the National Guardianship Association
2019 & 2020 Special Needs Alliance Conference
2019, 2020, 2021 & 2022 UT Law Special Needs Conference
2012, 2014, 2015, 2017 & 2022 CBA Elder Law Retreat
2013 National Down Syndrome Congress
2015 46th Annual Autism Society National Conference
2016 CBA Estate Planning Retreat
2020 California NAELA
2018 & 2020 Women’s Estate Planning Council
2020, 2021 & 2022 Professional Fiduciaries Association of California (PFAC) Annual Conference
2016, 2020 & 2021 Washington Association of Professional Guardians
2019 Wisconsin NAELA
2019, 2020, 2021, & 2022 PFAC Regional Conferences

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Beth Misak

Sr. Investment Advisor

Beth has spent the majority of her 15+ year career dedicated to investment management for fiduciaries.

Kai Stinchcombe

Co-founder and CEO

Kai is an Investment Advisor Representative and a financial services innovator with a track record of leadership in Silicon Valley.

Kai’s experience building data-driven financial products combined with his personal passion for financial security in retirement drove him to launch True Link Financial. He is a frequent speaker on innovation and the venture process with deep relationships in Silicon Valley.

Kai is also the founder of the Roosevelt Institution, a nonprofit celebrated by Hillary Clinton (“Your work is providing a way for unblemished facts and research and innovative ideas to be heard in Washington”) that recently celebrated its tenth year and won a MacArthur Award for Creative and Effective Institutions. He holds degrees from Colorado College and Stanford University; was co-founder of Aktana, a machine learning sales management solution deployed at seven of the top ten pharma companies; and Strategic Districts, a redistricting analytics software company that contributed to maps described as “makes redistricting hall of fame,” “a key victory that will shape [state] politics for the next 10 years,” and “[a] masterstroke”; and was a member of the President’s Working Group on Aging and Technology under President Obama.

He has been a featured speaker at the SNT Symposium, Longevity Business Summit, Grant's Interest Rate Observer Conference, Professional Fiduciary Association of California, Finovate, Health 2.0, and Kent Presents, delivered a keynote at the North American Securities Administrators Association training for investor education coordinators and securities regulators from each of the states, was a guest on the Innovation Podcast, Bank On It, Wharton Business Radio, University of Pennsylvania Memory Center, Levin Associates "Expert Opinion", anti-scam podcast Scammercast, and FinTech Silicon Valley, and has been a guest lecturer or presenter at the London School of Economics, Harvard Business School, and UC Berkeley. He has been covered by Techcrunch, CNBC, Forbes Next Avenue three times, Initialized, Seniorcare.com, PYMNTS.com, the State of California, and more. His controversial commentary on blockchain has been translated into Dutch, Chinese, Czech, Japanese, Hebrew, and Korean. Outside of work he is passionate about stellar physics and redwood trees.

Find him on Linkedin, AngelList, Muckrack, Quora, Medium, Wikipedia, Twitter, and Crunchbase.

Bryan Kreitzberg

Portfolio Manager

Bryan has broad experience managing investments for special needs trusts, conservatorships, and family foundations.

Scott Parker

True Link Financial Advisors

Scott brings 30 years of experience to True Link and leads and manages all aspects of the True Link’s Financial Advisor’s Team.

Scott Parker is the Managing Director at True Link Financial Advisors. Scott leads and manages all aspects of the True Link’s Financial Advisor’s Team (a wholly-owned subsidiary of True Link Financial, Inc.) including investments, operations, and client services. He has almost 30 years of strong analytical leadership focused on building and improving operational procedures at registered investment advisor firms. Working primarily in smaller firms, Scott has developed a deep knowledge of the investment management arena with a sleeves-up, hands-on approach. This includes great client relationship skills, performance reporting, vendor selection/ negotiation, risk management, compliance, billing, software implementation/maintenance and streamlining efficiencies. He is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).

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