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Turnkey Asset Management for Independent Advisors:

Join the TAMP That Actively Invests In Your Growth

Turn your firm’s expenses into a growth engine that powers marketing, succession, and community impact. True Freedom delivers everything you expect from a TAMP, along with a unique growth program that invests 3 bps into qualified initiatives that drive long-term success.
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SECURED BY INSTITUTIONAL CUSTODY
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FIDUCIARY EXCELLENCE
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$1.56B ASSETS UNDER ADVISEMENT
#1 Fastest Growing TAMP
One of America’s Top 25 Largest TAMPs*
* Ranked by America’s Best TAMPs (March 2026). Based on AUM growth over the three-year period ending December 31, 2025.
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Transform
Operations and Investments

Free your advisors from admin and trading, make operations scalable, and give clients more sophisticated portfolios.
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Grow
Unique Investment Plan

Plug into a growth engine that combines proven campaigns with dedicated growth capital.
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Thrive
Long-Term Success Roadmap

Build growth, succession, and community impact into the DNA of your firm.

Freedom isn't accidental. It's intentional.

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Cover active, passive, tactical, and alternative investment strategies with a single platform
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Gain exclusive access to 50+ proven tactical portfolios from True Freedom, powered by Sherman Research
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Accelerate growth with help from our Growth Investment Plan™, growth and valuation planning, and marketing playbooks
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Leverage tactical portfolios designed to reduce recession drawdowns and support long‑term growth for client portfolios.
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Build a clear, structured path to long-term exit and firm continuity with our Guaranteed Succession Plan™
53%
GREATER ADVISORY REVENUE
38+ Years
EXPERIENCE SCALING A RIA
$1.7B
ASSETS UNDER MANAGEMENT
PROVEN RESULTS FOR IARS AND RIAS
“Active markets require active management! True Freedom’s expertise in quantitative analysis, market signals and tactical strategies, coupled with their array of TAMP model portfolios, has helped us build trust and confidence with our clients for over 15 years.”
Chris Wootton, ChFC®
Owner of Wootton Financial Group, Inc. near Houston, Texas
* Chris Wootton is an advisor with Pinkerton Wealth, an affiliate of True Freedom Investing.

Ready to Double Your Firm’s Value?

OCIO SERVICES

Get More Investing Options and Fewer Time Constraints—Without Losing Control

High-value clients want more than “buy-hold-and-hope” investment portfolios. But do you have the time or resources to manage such complex portfolios?

Our OCIO model delivers institutional-grade research, portfolio construction, and risk management across all four major investment strategies, while freeing you to focus on client service and growth.

Control Your Outsourcing

Select from multiple control tiers, enabling you to outsource gradually or fully.

Close Bigger Clients

We equip you with the presentations, strategies, and technologies to help you consistently close new business with accredited investors.
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Two Ways to Engage with True Freedom™

Choose the level of partnership that fits where your firm is — and where you want it to go.
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Access

Institutional Foundation

A robust institutional foundation for RIAs ready to streamline and scale:

  • 50+ Active, passive, tactical, and liquid alternative portfolios
  • Algorithm-driven risk management
  • Automated trading, billing, and rebalancing
  • Weekly growth webinars
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Advantage

Full Enterprise-Building Platform

Once you have $25M+ on the platform, you’ll get everything in Access, plus a full enterprise-building partnership:

  • OCIO partnership and co-branded marketing campaigns
  • Growth Investment Plan™ — 2 basis points of strategic growth capital annually
  • Guaranteed Succession Plan™  — Secure your business legacy and continued client success regardless of death, disability or retirement.
  • Community Impact Plan™  — Double your community impact with our 1 basis point matching structured generosity campaign.

Break Through Your Growth Ceiling

Time and operational restrictions limit your growth. Ready for a system designed to eliminate barriers and reach the scale, efficiency, and profitability you deserve?