True Link blog

True Link Financial Advisors to Provide Wealth Management for Jewish Los Angeles Special Needs Trust

Published by:
Jeremiah Wrigley
|
August 10, 2016

True Link is excited to announce that True Link Financial Advisors, the company's wealth management division offering a diverse suite of investment and capital planning solutions, has been selected to provide investment management for the Jewish Los Angeles Special Needs Trust. Trust beneficiaries will benefit from a world-class investment team that focuses on serving individuals with disabilities. Additionally, True Link will provide the comprehensive online system that trust staff and advocates use to review investments; request, approve, and initiate disbursements; and run reports.

For more information, please view the full announcement here, or contact True Link at support@truelinkfinancial.com.

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