TRUEMAN BROWN

Overview

Trueman Brown is an independent registered investment adviser organized as a limited liability company that provides financial planning and discretionary portfolio management to individuals, families and some institutional clients. The firm runs a fee model that includes a percentage of assets under management alongside hourly and fixed-fee engagements, and it manages both discretionary and a small portion of non‑discretionary accounts. Investment activity centers on listed equities and exchange‑traded strategies as the primary building blocks of client portfolios, supplemented by mutual funds and insurance products. The firm does not position itself as an active ESG investor and is not structured as a capital allocator; instead it outsources alternative exposure to third‑party managers. Trueman Brown emphasizes tailored portfolio management for individuals, small businesses and institutional clients rather than pension consulting or related adviser arrangements.

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Investments & Alternatives

Location & Offices