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Robust Model Marketplace & Manager Due Diligence

The TRUEDGE platform offers access to a robust third-party manager marketplace designed for Advisors seeking to outsource some or all of their investment management.

Utilize a comprehensive line-up of investment strategies from vetted industry-leading asset managers, as well as TruEdge’s internal model portfolios. Leverage our experienced team’s investment management research, expertise and due diligence review to confidently manage your clients’ portfolios more effectively. Our expansive model marketplace includes portfolios from over 300+ asset managers to offer a wide range of access, choice and flexibility to you and your clients.

Our model marketplace features both brand name and boutique managers, offering both SMAs and UMAs. We offer model portfolios across a range of categories, objectives, risk profiles, vehicles, tax status, minimums and fees.

Ready to Accelerate Your Business?

TruEdge offers a full suite of solutions designed to streamline your operations and free up your time. From technology to portfolio management and back-office support, we’ve got you covered.

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TRUEDGE Asset Management, LLC is a federally registered Investment adviser under the Investment Advisers Act of 1940.

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Disclosure of Order Routing Information: U.S. Securities and Exchange Commission (SEC) Rule 606(a) requires all brokerage firms to make publicly available quarterly reports, broken down by calendar month, containing certain required statistical information regarding the routing of held, non-directed customer orders in Regulation National Market System stocks, as well as both held and not held, non-directed customer orders in listed options with a market value of less than $50,000.

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