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.
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).
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.
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, 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.
We provide proactive management of your oil, gas and mineral interests
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.
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.
Explore smart, efficient strategies to minimize risks and protect what matters most. Let us help you navigate liability challenges with confidence and ease.
To become an Alliance Partner, contact Kevin Quinn (214) 578-2662 or Tony Vaida (303) 204-1710.
Annual Dues: $3,000
Includes membership for 10 company employees.
Includes
Annual Dues: $2,000
Includes membership for 5 company employees.
Includes
Annual Dues: $1,000
Includes membership for 2 company employees.
Includes
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ITA would like to thank our Alliance Partners for teaming up with ITA to advance the interests of the professional trustee community. More information about our partnerships is available on our Alliance Partnership Program page.
