Our mission is to protect assets and benefits while improving beneficiary quality of life.
Investment advisory.
Our beneficiary-first focus strives to match investment strategy, portfolio construction and risk management to the long-term needs and resources of each individual.
A software platform for trust management and recordkeeping.
Streamline administration with tools for budgeting, payments, and reporting.
We provide our investment services and technology to:
- Conservators and guardians
- Attorneys
- Independent fiduciaries
- Nonprofit pooled trusts
- Family member trustees
- Trust companies
We offer fully integrated solutions for:
- Special Needs Trusts
- Discretionary Trusts
- Conservatorships / Guardianships
- Family / Marital Trusts
- Pooled Special Needs Trust
- Revocable / Irrevocable Trusts
- Creditor Protection Trusts
Refer a client or colleague.
Our specialized services and products are valued by a select audience. We appreciate your referrals to other professionals or to family members who can benefit from them. We think your clients and colleagues will appreciate your introduction to True Link!
Let's talk.
Tell us if you're interested in our individual or pooled trust solutions or if you wish to discuss a managed account and we'll connect you with the right professional. Send us your contact information and we'll get in touch to discuss your fiduciary needs and/or provide a demo of our platform.