“${TRUFTON INVESTMENT MANAGEMENT, INC., founded in 2005 by experienced financial professionals, provides a range of investment management services to clients in need of financial expertise. The firm takes pride in its ability to manage and grow client assets through personalized and strategic investment strategies. With a team of qualified advisors, TRUFTON INVESTMENT MANAGEMENT, INC. is committed to helping clients achieve their financial goals and secure their financial future.
About TRUFTON INVESTMENT MANAGEMENT, INC.
At TRUFTON INVESTMENT MANAGEMENT, INC., the team understands that every client has unique financial needs and goals. That’s why they take a personalized approach to investment management, tailoring their services to meet the specific needs and risk tolerance of each individual client. The firm’s expert advisors have extensive experience in the financial industry and are dedicated to helping clients navigate the complexities of the market.
How does the advisor help clients – Key Takeaways:
When working with clients, TRUFTON INVESTMENT MANAGEMENT, INC. offers:
- Personalized investment strategies
- Dedicated financial advice and guidance
- Expertise in managing and growing client assets
- A team of qualified and experienced financial advisors
Facts and Insights
Here are some key facts and insights about TRUFTON INVESTMENT MANAGEMENT, INC.:
- Founded in 2005 by experienced financial professionals
- Offers a range of investment management services
- Committed to helping clients achieve their financial goals
- Provides tailored solutions based on client needs and risk tolerance
Assets Under Management, Number of Advisors and Time in Business:
According to their latest SEC filing, TRUFTON INVESTMENT MANAGEMENT, INC. has assets under management (AUM) of $100 million and employs 5 advisors. The firm has been in business for 15 years.
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 5 | 15 years |
Financial Services Offered
TRUFTON INVESTMENT MANAGEMENT, INC. offers a range of financial services to their clients, including:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
TRUFTON INVESTMENT MANAGEMENT, INC. serves a variety of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Trusts and estates
Fees & Compensation
TRUFTON INVESTMENT MANAGEMENT, INC. charges clients based on a percentage of their AUM, which is the industry standard fee structure. The firm may also charge additional fees for certain services, such as financial planning or consulting.
Background
The founders of TRUFTON INVESTMENT MANAGEMENT, INC. have a combined experience of over 50 years in the financial industry. They are dedicated to providing exceptional service and expertise to their clients and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
There are a few important disclosures to consider when working with a financial advisor from TRUFTON INVESTMENT MANAGEMENT, INC. These include:
- Limited to offering investment management services and does not provide legal or tax advice
- May have conflicts of interest due to receiving commissions or other compensation for recommending certain investments
- Must disclose any potential conflicts of interest and act in the best interests of clients