Investment management in service of the people you protect.

More than 15 nonprofits have chosen True Link Financial Advisors as the investment advisor for the dozens of pooled trusts they administer on behalf of more than 12,000 people with disabilities.

We provide our investment management services and technology to:

  • Conservators and guardians
  • Attorneys
  • Independent fiduciaries
  • Nonprofit pooled trusts
  • Family member trustees
  • Trust companies
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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
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