tru Independence’s Post

We are delighted to announce our strategic partnership with Opto Investments, granting tru advisors and their clients access to Opto’s sophisticated private markets solutions. This includes a carefully curated selection of institutional-grade investment opportunities as well as the tools to create and manage bespoke, white-label funds—all bolstered by Opto’s expertise.   Our founder and CEO, @Craig P. Stuvland, shared: “With Opto, we’ve found a partner that allows us to offer our advisors a true source of practice differentiation in the form of fully customized private markets investments. We were particularly compelled by their mission to build and deliver a solution grounded in objectivity and transparency.” These additional resources are poised to help advisors better service their clients’ rapidly evolving needs. Read more about our partnership with Opto in today’s announcement: