Organization Overview
True Link Financial, Inc., provides financial solutions for people with complex needs and those who care for them. As a dedicated partner to professional trustees throughout the country, True Link's online platform helps trustees manage spending, record-keeping, and reporting for more than 27,000 beneficiaries.
True Link Financial Advisors, LLC, provides investment management for 35+ pooled special needs trusts, bringing the leadership of nationally recognized investment professionals with decades of experience from leading financial institutions. Nonprofit trustees and other fiduciaries entrust us to manage more than $1.6 billion in assets.
True Link Financial Advisors, LLC, provides investment management for 35+ pooled special needs trusts, bringing the leadership of nationally recognized investment professionals with decades of experience from leading financial institutions. Nonprofit trustees and other fiduciaries entrust us to manage more than $1.6 billion in assets.
