Please Welcome Mindset Wealth Management!

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We are pleased to announce the newest addition to tru's Community... Mindset Wealth Management!

Indianapolis-based Mindset is made up of 4 partners whom left an existing RIA to create their own #Independent firm.  Core to their approach is delivering derivative overlay strategies in separately managed accounts, tapping into their extensive experience in helping clients with low cost basis stock positions.

They have chosen truView as their Business Management platform, and Charles Schwab as their custody platform.

We are so excited to welcome them and look forward to introducing them to all of tru. 

You can read their press release here: 

About the author

tru Independence

tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms—while maintaining 100% ownership stake of their new entity.