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Firm Description

We provide our investment management services and technology to:

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

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

True Link Financial, Inc., provides life-changing financial solutions for people with complex needs and those who care for them. As a dedicated partner to professional trustees throughout the country, True Link's online platform helps trustees manage spending, record-keeping, and reporting for more than 15,000 beneficiaries. 

True Link Financial Advisors, LLC, provides investment management for dozens of pooled trusts, bringing the expertise of nationally recognized special needs and investment professionals with decades of experience from leading financial institutions. Nonprofit trustees and other fiduciaries entrust us to manage more than $1 billion in assets. We are an SEC-registered investment advisor and a wholly-owned subsidiary of True Link Financial, Inc.

Learn more at www.truelinkfinancial.com/investment-management. 

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