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February 24, 2022

tru Independence

Portland-based tru Independence, a national financial advisory partnership platform that provides independent advisors with the dedicated back-office, compliance, marketing, and investment services needed to operate independently, has appointed financial services industry veteran Amit Dogra as president of the organization. With 24 affiliated firms and approximately $8 billion in assets, tru offers wirehouse and RIA advisory teams Independence Optimized, a business model focused on driving an advisor's growth by delivering and implementing a leading-edge technology experience and amplifying an advisor's brand and story through a full-service marketing offering. In his new role, Dogra will oversee the evolution of the tru business model, as well as a mandate to accelerate the growth and recognition of the platform with financial advisory teams nationwide. Throughout his career, Dogra has held executive leadership posts at Sanctuary Wealth, Third Seven Advisors, HighTower, BNY Mellon and Brinker Capital, among others. Founded in 2014, tru Independence is a leader in delivering independence optimized for established wealth management firms and RIAs seeking to grow their business.




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