tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology
tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered in Santa Barbara, California and manages $650 million in assets. tru will provide its forward-looking business platform that aids advisor growth both organically and inorganically, a differentiator in the marketplace.
“We did our fair share of due diligence on possible partner firms, and tru stood out from the pack”
As Channel Wealth’s leadership deliberated on plans for the firm’s next evolution and growth phase, they turned to tru Independence for its experience in dealing with complex growth strategies and track record of innovation.
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“We did our fair share of due diligence on possible partner firms, and tru stood out from the pack,” said Justin Anderson, CFP, Partner at Channel Wealth. “We were incredibly impressed with the breadth of innovative options tru Independence has at its disposal, along with their outside-the-box thinking to help develop alternative strategies as our firm’s needs evolve.”
Channel Wealth offers financial planning, portfolio management, tax-efficient investing, retirement planning and succession planning services, which made them an ideal fit for tru Independence due to its track record for making an advisors’ vision for growth become a reality.
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“We pride ourselves on helping advisors evolve their business so that they can scale while maintaining a high level of focus on their clients,” said tru Independence President and Chief Operating Officer Amit Dogra. “The financial advisor who wants a business partner known for actually delivering growth strategies, embedding innovation in its business solutions are the firms that select tru. It was great to see so many of our advisors in person at our first annual Canvas conference. We’re excited about welcoming Channel Wealth to the tru family and supporting them on their journey.”
As the fiduciary-to-fiduciary advisors, tru Independence puts the advisor’s business needs first by offering a variety of ways to partner with them from helping advisors launch their own firm or a supported model. tru allows the advisor to choose what’s right for them, which is what independence is meant to be.
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