TruMix Advisors’ Post

Unlike many companies, we're not looking to work with just anyone. We strive to build relationships with the people we do our best work with. Rather than having an account with some large company where you're one of many, wouldn't you like to find someone who gets you? Having the right mindset and value alignment is important to us. And if this idea of client centric collaboration intrigues you, reach out and let's chat! TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

Let's work together 🌟 If you feel excited and empowered by what we offer, know that we are very intentional about our process and who we work with. But don't let that stop you from reaching out. Let's discover together if we are the right advisors for you! TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

GTS Financial is now TruMix Advisors! Where does the name TruMix come from? Tru stands for Truly, Trust, and Truth. ➡️ Truly, meaning genuinely and honestly - two qualities we strive to embody as advisors. ➡️Trust, because it’s the foundation of our relationship with clients. ➡️Truth, because truthful and accurate information is paramount in our industry. The second half, Mix, in its literal sense means to combine or blend. In our work, we hope to mix your values with our expertise to create a truly personalized financial plan. While our name is changing, our dedication to our clients and the excellent service they’ve come to expect remains unchanged. Learn more: https://lnkd.in/gSd8-xZV TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

The 3 things that are causing your "Capacity Issues" as a Financial Advisor...(Part 1 of 3): 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭👇 Look, I completely understand that many Financial Advisors view it as their obligation to directly build & manage their client portfolios. That said, if you're doing "Investment Management" correctly, you're spending your days doing things like...👇 Trading Rebalancing Research Analysis INSTEAD of: Planning Relationship Management Business Development Onboarding new clients ….etc. Want some real-world examples of how outsourced investment solutions are unleashing financial advisor capacity and accelerating growth? Shoot me an email at Jtomolak@Diamond-Consultants.com and I'll bring you up to speed! 👊 #Tomolaktruths

Financial professionals making investment recommendations regarding money destined for or held in tax-advantaged accounts like IRAs would be required to act as fiduciaries under a rule being finalized by the Labor Department, the New York Times reports. They won’t be able to provide advice that affects their compensation unless investors are protected by policies to mitigate any conflicts of interest. Disclosing conflicts alone won’t be enough. For more: https://nyti.ms/3PG25AN. Softek Advisor Solutions can help you meet the regulatory requirements through documentation and advisor compliance workflows, see here: https://www.softek.ca/ria #Softekadvisorsolutions #Softek #softekbit

This. 😍 Start here: 952-222-8286 hello@trumixadvisors.com TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. #financialplan #minnesota #financialplanner #financialfuture #financialplanning #financial #financialliteracy #aboveandbeyond

Looking for a robust, repeatable #investment process for your clients? We provide in-house and outsourced portfolio management software and solutions for financial advisers. Find out more at https://lnkd.in/e_A7sern #fintech #wealthplanning #quant #datascience

Is it too much to ask to get help from an advisor who will speak with you in a way you understand, instead of trying to sell you something? We don't think so! That is why we offer clear-cut advice without the industry jargon. TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

Tackling runaway spending on reference data & saving thousands of dollars: Q&A with Asset Manager ➡️ https://hubs.ly/Q02tL4780 How are you managing your reference data at your firm? While reference data is complicated, it doesn’t have to be difficult to manage.  We find that many firms are asking the same questions: ➡️ How they can take control of their data? ➡️ How can they track, manage and understand their reference data? ➡️ What can they do to optimize their data so they can get a clear return on investment? One business that’s been grappling with these questions is an asset management firm, managing assets for some of the world’s largest investors. In this Q&A Jon Hunt, Chief Technology Officer at the firm discusses why the business purchased Xmon, our reference data usage management software solution and the benefits it's enjoyed since implementation.   #referencedata #usagemanagement #spendmanagement #compliance #marketdata

Daily Learning Series: Understanding Custodian and Fund Administration 📢 Week 2, Day 3: Welcome back! Today, we'll explore the critical role fund administrators play in managing corporate actions. What is Corporate Action Management? Corporate action management involves handling events initiated by a company that affect its securities and shareholders. These events can include dividends, stock splits, mergers, acquisitions, and more. Key Responsibilities of Fund Administrators in Corporate Action Management: 🔔 Notification: - Keeping track of corporate actions and notifying clients about upcoming events promptly. 📝 Instruction Management: - Collecting and processing instructions from clients regarding their preferences for voluntary corporate actions. 🔄 Processing: - Ensuring accurate execution of corporate actions, such as crediting dividends, adjusting shares for stock splits, or processing mergers. 📊 Record Keeping: - Maintaining detailed records of all corporate actions to ensure transparency and compliance. Why Corporate Action Management is Important: 📈 Investor Value: - Proper handling of corporate actions ensures investors receive the correct entitlements, such as dividends or additional shares, preserving the value of their investments. 🔍 Accuracy: - Accurate processing prevents errors that could negatively impact investors and the fund’s performance. 💼 Compliance: - Ensuring that all corporate actions comply with regulatory requirements, protecting both the fund and its investors. Types of Corporate Actions Managed by Fund Administrators: 💰 Dividends: - Distributing a portion of the company’s earnings to shareholders in the form of cash or additional shares. 📈 Stock Splits: - Adjusting the number of shares held by investors without changing the total market value of their holdings. 🔄 Mergers and Acquisitions: - Facilitating complex transactions where companies merge or one company acquires another, affecting the ownership and structure of shares. Modern Practices in Corporate Action Management: 🛠 Automation: - Utilizing automated systems to track, notify, and process corporate actions efficiently and accurately. 🔒 Data Security: - Implementing robust security measures to protect sensitive information related to corporate actions. 📉 Real-Time Monitoring: - Using real-time data feeds to monitor corporate actions and execute timely and accurate processes. Understanding the role of fund administrators in corporate action management is crucial for recognizing their impact on ensuring the smooth handling of events that affect investment portfolios. Stay tuned for more insights tomorrow as we continue to explore Custodian and Fund Administration. #FundAdministration #Custodian #Finance #InvestmentManagement #DailyLearning #CorporateActionManagement #FinancialServices #ProfessionalGrowth Feel free to engage, share your thoughts, or ask questions in the comments!