PORTLAND, Ore.--(BUSINESS WIRE)--tru Independence, a national financial advisory partnership platform that provides independent advisors with the dedicated back-office, compliance, marketing, and investment services needed to operate independently, has appointed financial services industry veteran Amit Dogra as President of the organization. With 24 affiliated firms and approximately $8 billion in assets, tru offers wirehouse and RIA advisory teams Independence Optimized℠, a business model focused on driving an advisor’s growth by delivering and implementing a leading-edge technology experience and amplifying an advisor’s brand and story through a full-service marketing offering.
In his new role, Dogra will oversee the successful evolution of the tru business model, as well as a mandate to accelerate the growth and recognition of the platform with financial advisory teams nationwide. Throughout his career, Dogra has held executive leadership posts at Sanctuary Wealth, Third Seven Advisors, HighTower, BNY Mellon and Brinker Capital, among others.
“We’ve quietly grown tru Independence into a powerful platform for advisory teams hailing from either the wirehouse channel or looking for a growth partner as an already independent RIA,” said Craig Stuvland, CEO, tru Independence. “I have been looking for someone with Amit’s passion, vision and skill set to complement mine and our team. We welcome Amit to tru with open arms because the time to be quiet is over – we are proud of the strong model we’ve built, and it is time to accelerate our growth and introduce our brand more broadly to the industry at large.”
tru Independence empowers advisory teams with flexible, open-architecture operational support with an emphasis on technology-forward solutions and comprehensive compliance infrastructure. Advisory teams who join retain the power of choice and the ability to identify a path forward that is best for them and their clients. tru’s mission is to optimize the independent experience, which in turn leads to a dynamic, cohesive advisor-client experience.
“After one meeting with Craig and the team here it became apparent to me that tru is the best kept secret in the industry,” said Dogra. “We’re going to change that. We are looking for teams that value both their independence and the support of an experienced team whose only objective is to support their success in the independent channel. I am very excited to bring my skillset to bear for Craig and the team, and to introduce tru to the many advisors out there who have been looking for a solution like ours.”
tru Independence is in active discussions with over a dozen advisory teams about joining the platform and is an excellent fit for established teams in the $250M to $1B+ range seeking to take their business to the next stage of growth and evolution.
For a confidential inquiry about possibly joining the tru Independence partner ranks, please reach out to: 503.210.9217 or via email at: firstname.lastname@example.org
Founded in 2014, tru Independence is a leader in delivering independence optimized for established wealth management firms and RIAs seeking to grow their business efficiently and effectively. Drawing upon decades of industry experience, tru Independence provides access to turnkey technology infrastructure, in-house C-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility. The breadth and depth of this expertise allow advisors to focus on client services, while tru focuses on being your fiduciary, growth and service excellence partner. For more information, please visit www.tru-ind.com