Designed for beneficiaries. Built for fiduciaries.

True Link combines beneficiary-focused investment advisory with a software platform for trust management and recordkeeping.

Asset protection for the people you care for.

True Link was founded to provide financial products and services to people with disabilities, vulnerable older adults, people in recovery and people with other complex life circumstances. Our mission and the software we've built to support it means that we can effectively and efficiently serve the needs of any fiduciary vehicle, regardless of size and type.

We provide fiduciaries of individual trusts, conservatorships, and guardianships robust software and an investment management team to customize a strategy to accommodate beneficiary circumstances and meet their long-term financial needs.

Our disciplined cash management includes budgeting tools and payment fulfillment. Our software offers statements, reporting, recordkeeping and a portal for access by trustees and beneficiaries. Our responsive trust services team is experienced and knowledgable.

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Special needs trusts. Family/marital trusts. Discretionary trusts. Revocable/ Irrevocable trusts. Spendthrift trusts. Settlement preservation trusts.

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Our advanced tools and systems are designed to meet the operational and administrative needs of individual trusts.

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

Comprehensive investment management services.

  • A depth of experience and expertise in a range of fiduciary vehicles.
  • Beneficiary-first investment focus, balancing returns with rigorous risk mitigation.
  • Compliance and recordkeeping features to streamline reporting to interested parties, audit compliance, and court reporting.
  • A flexible card to ease disbursements and help protect Social Security benefits.
  • A trust platform that integrates cash management with investment accounts.
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The True Link Protection Visa Prepaid Card for PSNT disbursements.

When combined with our trust software, budgeting tools can help plan cash needs and schedule payments. The Social Security Administration provided guidance for using the card for SNT disbursements in the Programs Operations Manual System (POMS).

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True Link Visa Prepaid Card

Investment Committee.

True Link Financial Investment Committee is made up of both internal and external trust and investment professionals. The Committee provides oversight and advice to our investment advisory services.

Our investment principles.

Disclaimer

Investment advisory services are offered by True Link Financial Advisors, LLC, a registered investment adviser which is affiliated with True Link Financial, Inc. This is not an offer to sell or a solicitation of any offer to buy any securities.

True Link Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Not associated with or endorsed by the Social Security Administration or any other government agency.