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We are delighted to announce our strategic partnership with Opto Investments.
The partnership offers you unique access to investments across private credit, private equity, real estate, and venture capital. They support the creation, execution and management of custom fund strategies, all while streamlining operational processes like handling capital calls and tax documentation. Opto's technology simplifies the private markets investment process, minimizing paperwork, saving time, and enhancing client experiences.
tru's CEO, Craig Stuvland commented in the press release:
“With Opto, we’ve found a partner that allows us to offer our advisors a true source of practice differentiation in the form of fully customized private markets investments. We were particularly compelled by their mission to build and deliver a solution grounded in objectivity and transparency.”
To learn more about the announcement, please see the press release here: tru Independence Partners with Opto Investments to Provide Private Market Opportunities for Advisors.
If you are interested in meeting the team, please reach out and we will facilitate an introduction: contact me.