Diamond Level Partners
Prudent Investors
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).
Gold Level Partners
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.
Interim Execs
When the trust or estate includes an operating business that needs expert leadership right now, whether the missing leader is CEO, CFO, COO or CIO, InterimExecs RED Team is your trusted resource (RED: Rapid Executive Deployment).
Silver Level Partners
Burgher Haggard
BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting. We tailor our services to the needs of Individuals, Family Offices, Non-Profits, Hedge and Private Equity Funds.
Arosa
Arosa is the premier provider of integrated care management and caregiving services. Our compassionate care professionals are supported and celebrated as they care for our clients and provide peace of mind for the whole family.
National Care Advisors
We are planners. For Life. We turn the overwhelming task of charting the course for the future into a clear, comprehensive care plan for special needs clients - today. Learn how.
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.
WoodruffSawyer
Insuring innovation since 1918. Protecting clients with customized insurance, benefits and risk management services.
To become an Alliance Partner, contact Kevin Quinn (214) 578-2662 or Tony Vaida (303) 832-2100.
Alliance Partner Program
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
What May Be Included In the Future
- May write full page article for 4 issues of ITA Newsletter
- Discount on ITA training sessions
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
What May Be Included In The Future
- May write half page article for 2 issues of ITA Newsletter
- Discount on ITA training sessions
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
What May Be Included In The Future
- May write half page article for 1 issue of ITA Newsletter
- Discount on ITA training sessions