- $1B+ Assets Under Management1
- 15,000+ Trust Beneficiaries2
- 20+ 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



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.
Get a demoA 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
For Pooled Special
Needs Trusts
Many of the nation’s leading PSNTs rely on True Link to empower their teams to have better information and more time to care for their beneficiaries.
We support professional trust administration and person-centered care with investment management*, and software that enables distributions, recordkeeping, and more.
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