TRUVIZE FINANCIAL PLANNING

Overview

Truvize Financial Planning is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm focuses on fee-based relationships with individuals and families, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model mixes percentage-of-AUM and fixed-fee arrangements, and its business is oriented toward discretionary management—Truvize manages virtually all of the assets it reports on a discretionary basis. Investment activity is centered on liquid, manager-driven public funds and mutual funds, which make up the bulk of client assets. The firm also uses third-party alternative managers to access venture capital, private placements and real estate opportunities, and employs insurance products such as annuities as part of client planning when appropriate. Truvize does not position itself as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices