TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Overview

TRU Independence Asset Management 2, LLC is a SEC-registered investment adviser structured as a limited liability company that serves individual and family clients as well as institutional accounts. The firm’s advisory work centers on financial planning and discretionary portfolio management across individual, small-business and institutional client types, and it also offers pension consulting services. Fee arrangements include a percentage-of-AUM component alongside fixed-fee engagements. Investment implementation shows a clear tilt toward equities delivered primarily through exchange-traded products. The firm favors a core equity posture — allocating significant weight to ETFs that provide broad or factor-oriented equity exposure — while maintaining direct stock positions at a smaller scale. TRU Independence supplements traditional equity and fixed-income exposures with third-party alternative managers, specifically private placements and real estate, and uses mutual funds where appropriate to fill gaps or implement specific strategies. The firm is not identified as an active ESG investor and does not act as a primary capital allocator. TRU Independence maintains industry relationships with broker-dealers, other investment advisers and insurance companies to support distribution, custody and product access.

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