Trutoro

SEC-regulated
Registered investment advisor
Veritas Independent Partners LLC, operating as Trutoro, is a registered investment adviser based in Conway, Arkansas, since 2014. The firm's mission is to provide personalized financial management and investment strategies tailored to individual needs. Trutoro manages over $129 million in client assets on a discretionary basis and offers portfolio management solutions and financial planning services. The firm's investment strategies focus on a mix of equity, fixed income, mutual funds, and ETFs to achieve optimal returns based on client goals and risk tolerance. Trutoro emphasizes proactive portfolio management to adapt to market dynamics and achieve long-term success. The firm charges asset-based management fees ranging from 1.00% to 2.00%, with a minimum initial investment of $200,000. Trutoro acts as a fiduciary, prioritizing clients' best interests and offering investment discretion to execute trades without prior client approval. Clients are responsible for voting on securities held in their accounts. Trutoro does not participate in performance-based fees or side-by-side management. The firm discloses no disciplinary events and provides detailed information on its advisory business, fees, investment strategies, and risk management practices.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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