Craig P. Stuvland

Tru Independence LLC is a service delivery firm that provides a unique experience for its community of advisors through the combination of behavioral finance, fintech, and human capital. The company is based in Portland, OR, and has subsidiaries in the United States. Tru Independence is an open architecture platform that provides the full suite of services needed for established wealth management firms and RIAs seeking independence to grow their business efficiently and effectively. Tru Independence provides access to turnkey technology infrastructure, in-house c-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility, including employee training, business consulting, operations support, and compliance. The company aims to be a fiduciary, growth, and service excellence partner for its advisors, allowing them to focus on client services while maximizing their revenue, technology, and marketing. The company was founded in 2014, and the CEO is Craig P. Stuvland.

tru Independence Asset Management LLC (tru Independence) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Larry Frager in 2016 and is owned by tru Independence LLC. tru Independence offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Founded in 1991, Common Sense Investment Management LLC is a fund-of-hedge funds manager located in Portland, Oregon. The firm's investor base consists of corporate and public pension plans, endowments, foundations, healthcare organizations, high net-worth individuals and family offices.