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TURNKEY ASSET MANAGEMENT DESIGNED TO HELP RIAS AND IARS:

Free More Time. Close Bigger Clients. Grow Revenue Faster.

True Freedom is the only platform that unifies investment management, operations, growth, and exit strategy in one structured system. Want to stop chasing back-office tasks and start leading the market?

Join the #1 Fastest Growing TAMPs in the country and one of the Top 25 Largest as ranked by America’s Greatest TAMPs

A Proven Roadmap to Double Your Firm’s Value

We combine structure, scale, and strategy to empower advisors with more time and freedom to drive growth.
Feel like clients aren’t closing because you don’t have enough time to build the relationships?
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Transform

Make operations more efficient and save time, effort, and stress with simpler billing, integrated reporting, and streamlined audits and data oversight.
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Grow

Generate 43% higher revenue than industry averages* with proven marketing systems and more freedom to focus on your clients.
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Thrive

Double your firm’s value with our 12-month roadmap. Advisors can also leverage our Guaranteed Succession Plan© to get 10% of your valuation within 90 days, regardless of sale.

Freedom Isn’t Accidental.
It’s Intentional.

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Protect client and firm revenues from recession drawdowns
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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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Build a clear, structured path to long-term exit and firm continuity with our Guaranteed Succession Plan©
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Proven results for IARs and RIAs

We Help You Build Trust

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.
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Chris Wootton
ChFC®, Owner of Wootton Financial Group, Inc.

Curious What Real Tactical Investing Looks Like?

We offer 50+ industry-leading tactical and liquid alternative investment strategies. The results speak for themselves:
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Break Through
Your Growth Ceiling

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