For Advisor Partners

  • See how your firm and clients will benefit from the unstoppable, rising demographic tide ahead
  • Provide clients higher value while increasing productivity – and revenues
  • Find out how you can build client patience with The Barbell Economy® Pillars of Effective Wealth Planning 

See why Advisor Partners Excel Here

A rapidly changing world demands bold leadership and better insights.  Our tools beat your competition.

Our Advisor Partners experience Significant Benefits in These Areas:

Better educate clients, keeping them on their proper pathway

Immediate differentiation, rising above competition

Build strong partnerships with CPA and Attorney COI’s

Expand AUM rapidly with better tools, concepts, insights and messaging

See how our formula can help your clients


We help Advisor Partners successfully address this reality on growth goals:

No matter the level of talent, if you cannot address your clients’ real fears or get a prospect’s attention first, then the opportunity to share your value and services with them disappears.

The good news? Our Emmy-Award-winning production team empowers each Advisor Partner with education and marketing tools never before seen in this industry. Your ability to immediately differentiate will drive your growth — and make it much easier to get the attention of your key prospects — and COI relationships. Our Partners consistently see rapid growth in AUM, clients who are suddenly far more comfortable with unfolding events in our world, and a huge increase in their own productivity.

When added to the passion our team has in seeing you and your team succeed, our Partners see significant growth in AUM and new referrals.  Their time available to productively accelerate their practice growth also expands as clients embrace a much more stable and comfortable view of the long-term economic events unfolding around us.

Hear from our Advisor Partners


A strong foundation for our Advisor Partners to grow

For those seeking a leadership role in educating their clients on the opportunistic demographic paradigm shift ahead.

Our Barbell Economy® solutions provide a strong foundation which can help your clients expand effectively into the future.

The steady, logic-based educational foundation, along with The Barbell Economy® portfolio solutions we manage for all Advisor Partner clients, empowers you to provide a productive level of understanding for your clients.

Our Partners have found this prepares their client to make better decisions as the massive paradigm shift unfolds ahead. Our Advisor Partners also find these educational perspectives build a more stable client base, with fewer emotional responses and far less pressure to be constantly repairing damage caused by those previous emotional reactions.

How You Become a Part of The Story


Need More Information?

Leverage the Truvestments growth model and see why our Advisor Partners experience significant growth in their practices.

Let’s set a confidential Zoom call to review the mutual benefits and opportunity which may be available in your marketplace.

      Learn more about the Morning Note

      The purpose behind our “Morning Note” is different than typical newsletters.

      We don’t get lost in Wall Street jargon. Why? After nearly 40 years, we can tell you that “jargon” is what causes most of the mistakes investors make over time.

      The Morning Note helps our clients see through the constant fog driven by the media process. That process focuses on things which will – and are often intended – to scare you. If you are not scared, you won’t pay attention to what they say; if you don’t pay attention to what they say, they lose ad revenue. Simply put: it’s a business model – not news.

      Instead we focus on what we like to call “bread crumbs” along your pathway to your goals. You are your own “index” – not the S&P 500. Your goals, your interests and you and your families staying on your course. That requires a vastly more productive viewpoint. It requires we stand tall in the storms. It requires we remain patient and disciplined, while focusing on the long-term horizon ahead. The “bread crumbs” are designed to deliver your most valuable outcome – staying on your course. Many battles, setbacks and disasters await. Always have – always will.

      The theme of the Morning Note will allow one to always recognize this over-rising fact: When we started in this business, the DOW hovered at 950. It is well above that today. And – most important – every single thing we have been taught to be terrified of – has already unfolded, all while our country built unprecedented wealth. So one has two choices – fear today or be confident of tomorrow. The history of the United States is clear. We overcome, we build, we learn, we expand, we succeed, we lead. Sure, we mess it up at times – but know this: the data is clear that our best years are dead ahead.