tru Independence, a national independent advisory platform servicing about $12.5 billion in assets, announced the launch of Mindset Wealth Management. And the launching of the new Indianapolis-based registered investment advisor (RIA) continues tru’s strong momentum, after the firm successfully onboarded six new advisory teams last year, collectively representing over $4 billion in assets.
Previously working as colleagues at the RIA Sheaff Brock Investment Advisors, Mindset co-founders and managing partners Peter Bjelopetrovich, CFS; Seth Hickle, CMT; James “Louie” Humphries, JD; and Mark Vandygriff decided the time was ripe to pursue independence.
Mindset focuses on bringing a fresh perspective to portfolio management, helping clients achieve better outcomes. And Mindset will employ derivative overlay strategies in separately managed accounts, with experience in assisting clients with low-cost basis stock positions.
Mindset’s co-founders were looking for the right partner and chose to form their firm with tru. Impressed by tru’s Experience As a Service (EAS) platform and truView technology, the Mindset team will be gaining access to tools that enhance the overall client experience, supported by integrated technology and growth solutions as well as an in-house service team.
KEY QUOTES:
“It’s an amazing thing when you find people who share a similar mindset as you, much less on multiple levels. I have found that in my partners Mark, Seth and Louie, and it brings us enormous energy to launch our own independent RIA in an efficient, technology-forward manner. We have found our niche in managing differentiated option overlay strategies for many years, and with tru Independence serving as our backbone, we are ready and able to hit the ground running in continuing to serve today and tomorrow’s clients.”
– Peter Bjelopetrovich
“Mindset is a great addition to the tru family of independent advisors and exemplifies the appeal of providing a cutting-edge RIA platform, enabling entrepreneurial and growth-focused advisors to serve their clients in their own manner. The Mindset team’s deep experience in asset allocation, unique derivatives strategies and portfolio management experience positions them for continued success in the years to come. We look forward to supporting their journey.”
– Amit Dogra, president and chief innovation officer at tru Independence
