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Investment Management
Your Portfolio, Professionally Managed
Investing is simple in concept but difficult in practice. Markets are unpredictable, emotions run high, and the sheer volume of information can paralyze even sophisticated investors. TruFunds' Investment Management service removes the guesswork and emotion from investing, replacing them with discipline, research, and personalized strategy.
Comprehensive Planning for Every Life Stage
01
Discretionary Management
We make investment decisions on your behalf based on your approved strategy. No need to approve every trade — we act in real time to capture opportunities and manage risk.
02
Asset Allocation Strategy
Strategic mix of equities, fixed income, alternatives, and cash tailored to your goals, risk tolerance, and time horizon. Rebalanced systematically to maintain target allocations.
03
Tax-Efficient Investing
Asset location (taxable vs. tax-advantaged accounts), tax-loss harvesting, and withdrawal sequencing to minimize your lifetime tax burden.
04
ESG & Impact Investing
Portfolios aligned with environmental, social, and governance values. Invest in companies that reflect your principles without sacrificing returns.
What's Included in Your Plan
24/7 Portfolio Dashboard
Real-time access to holdings, performance, and allocation via secure portal
Quarterly Performance Reports
Detailed analysis of returns, attribution, and benchmark comparison
Tax-Loss Harvesting
Systematic review and execution to offset gains and reduce taxes
Rebalancing
Automatic or manual reallocation to maintain target risk levels
Risk Monitoring
Continuous assessment of portfolio risk metrics and market exposure
Economic Commentary
Monthly market insights and strategic perspective from our investment team
Beneficiary Review
Annual verification of account beneficiaries and estate coordination
Advisor Access
Direct phone and email access to your dedicated investment advisor
Our all Price
All plans include a 30-day satisfaction guarantee. If you're not completely satisfied, we'll refund 100% of your fee.
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Frequently Asked Questions
How is this different from robo-advisors or DIY planning tools?
Software can calculate, but it can't understand your fears, dreams, and family dynamics. Our planners bring human judgment, accountability, and adaptability that algorithms simply cannot match.
Do I need to have a lot of money to benefit from financial planning?
Absolutely not. The earlier you start, the more powerful planning becomes. We have plans for every stage and budget.
Will you manage my investments too?
Investment management is a separate service, but your financial plan will include investment recommendations. Many clients choose both for seamless execution.
How often will we meet?
Typically quarterly for the first year, then semi-annually or annually depending on your plan tier and life changes.
What if my goals change?
That's expected. Your plan is a living document. We revise it whenever your circumstances shift — new job, new baby, inheritance, or market volatility.
