The Independent Trustee Alliance (ITA) offers a partnership program with three levels: Diamond Alliance, Gold Alliance, and Silver Alliance. Each partnership level provides membership for a set number of company employees as well as additional benefits including membership directory listings as outlined on this page. Partnership also includes logo representation on the ITA website, marketing literature, and trade shows.
Diamond Level Partners
Prudent Investors
A fee-only, SEC-registered investment advisor providing portfolio management and financial planning services under a fiduciary standard of care.
We specialize in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions. We are experts in helping our clients navigate the unique aspects of trustee investing, including compliance with the Uniform Prudent Investor Act (UPIA).
John Francis International
Custom Yacht Purchase and Sales Brokerage
During the course of many years in the yachting industry, we have developed relationships with maritime professionals who discreetly guide clientele through the process of developing a luxury yacht concept. Giving all consideration towards their specific and unique requirements, we ensure purposeful design and construction to specification.
We pride ourselves on building long-term relationships with all our clients.
Gold Level Partners
Aspiriant
Some wealth management firms go back 150 years. We’re designed to go 150 years forward. We’re Aspiriant, a leading independent wealth management firm for forward-thinking families. We empower our clients to live their dreams and create their legacy.
True Link Financial
True Link Financial, Inc. is a financial services firm dedicated to serving people with disabilities and older adults. Professional fiduciaries rely on our investment management services and recordkeeping platform to serve their more than 10,000 beneficiaries every day.
Silver Level Partners
WoodruffSawyer
Insuring innovation since 1918. Protecting clients with customized insurance, benefits and risk management services.
TrustEase
Trust Administration Made Easy: Track. Collect. Collaborate.
Being a fiduciary requires trusted partners. Effectively carry out your duties with a solution from TrustEase that delivers flexibility, control and performance.
Tipping Mineral Management
We provide proactive management of your oil, gas and mineral interests
Rivet Web Marketing
Running a successful business is hard enough. Your website can be a valuable resource and tool for your team and your customers. We know how to integrate your website with your online business acquisition funnels to make it easy for you to discover, qualify, manage, and communicate with the people you need to.
Alliance Partner Program
To become an Alliance Partner, contact Kevin Quinn (214) 578-2662 or Tony Vaida (303) 832-2100.
Diamond Alliance
Annual Dues: $3,000
Includes membership for 10 company employees.
Includes
- Company listed in Membership Directory
- Company Logo displayed on the ITA website with link
- Company Logo or photos listed on marketing literature
- 10 company employees may be listed as members
- 10 memberships to give to clients and colleagues
- Company Logo displayed on the ITA booth at trade shows
- Opportunity to introduce speakers at ITA events
- 2 employees have complimentary admission to annual ITA conference
Gold Alliance
Annual Dues: $2,000
Includes membership for 5 company employees.
Includes
- Company listed in Membership Directory
- Company Logo displayed on the ITA website with link
- 5 company employees may be listed as members
- 5 memberships to give to clients and colleagues
- Company Logo displayed on the ITA booth at trade shows
- 1 employee complimentary admission to annual ITA conference
Silver Alliance
Annual Dues: $1,000
Includes membership for 2 company employees.
Includes
- Company listed in Membership Directory
- Company Logo displayed on the ITA website with link
- 2 company employees may be listed as members
- Company Logo displayed on the ITA booth at trade shows
