Our Technology
TruWealth is founded by investment advisors to create a truly revolutionary suite of tools designed with the advisor in mind. TruWealth seeks to make the advisory process simple by combining all the necessary tools to run an advisory practice the advisor's way.
Portfolio Management
The ability to manage assets in a scalable fashion is the heart and soul of prudent investing. Advisors and DIY investors often make investment decisions based on sentiment without the proper data. For instance, ABC stock or rental property might be a great investment, but also may create concentration or volatility risk. We objectively apply the scientific method to an investor's own model portfolios by applying a sophisticated bucketing strategy to one's assets, and then give dynamic recommendations to the investor.
Financial Planning
Money and account balances are only meaningful when attached to a goal or value like retirement or saving for children's education. Ensuring investors can fully map out their financial goals aligns the portfolio with the assets. We utilize sophisticated growth and income modeling to help investors get realistic expectations for their financial lifestyle in real time.
Risk Management
Aligning an investment portfolio to investor risk tolerance gives investors the peace of mind to not make irrational investment decisions based on short term market fluctuations. Investors feel comfortable when they feel their risk tolerance is properly understood and aligned with their investment assets. We apply the scientific method to evaluating risk tolerance and give the ability to automatically rebalance investor portfolios when risk falls out of tolerance.
