Mindset Wealth Management Launches With tru Independence
tru Independence (“tru”), a national independent advisory platform servicing approximately $12.5 billion in assets, has announced the launch of Mindset Wealth Management (“Mindset”).
- tru Independence (“tru”), a national independent advisory platform servicing approximately $12.5 billion in assets, has announced the launch of Mindset Wealth Management (“Mindset”).
- Previously colleagues at the RIA Sheaff Brock Investment Advisors, Mindset co-founders and managing partners Peter Bjelopetrovich , CFS®; Seth Hickle , CMT; James “Louie” Humphries , JD; and Mark Vandygriff decided the time was ripe to pursue independence.
- Mindset is focused on bringing a fresh perspective to portfolio management, helping clients achieve better outcomes.
- “The Mindset team’s deep experience in asset allocation, unique derivatives strategies and portfolio management experience positions them for continued success in the years to come.