Truehand Inc

Overview

Truehand Inc is a small, independent registered investment adviser structured as a corporation and owned by an individual. The firm serves individual and family clients (and small-business portfolios) with fee-based financial planning and portfolio management. Investment activity centers on public equity exposure, with a clear preference for exchange-traded equities and an expressed emphasis on ESG considerations. The firm uses a combination of percentage-of-AUM and fixed-fee schedules and positions itself as a hands-on manager for a limited client roster rather than a broad institutional allocator. Manager allocation interest is targeted and selective: while the core of portfolios is equity-driven, Truehand Inc supplements public-market strategies with access to third-party alternative fund managers in private equity and real estate when appropriate. That mix suggests the firm prefers external specialists for alternative exposures rather than running its own private-capital programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices