Client Featured Video: Colorado Fund for People with Disabilities
Megan Brand, Executive Director for the Colorado Fund for People with Disabilities (CFPD) talks about her staff's collaboration with True Link Financial Advisors and how we all work together to support CFPD beneficiaries.
Investment Management Services are provided through True Link Financial Advisors, LLC, (the “Adviser”) an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and wholly-owned subsidiary of True Link Financial, Inc. (“True Link Financial” and, together with the Adviser, “True Link”) Registration with the SEC does not imply a certain level of skill or training nor does it constitute an endorsement of the advisory firm by the SEC. Adviser only provides investment management services upon entering into an Investment Advisory Agreement (IAA) with a client. With respect to pooled trust clients, upon entering into an IAA, the client is the trust; beneficiaries of the trust are not investment advisory clients of Adviser. Nothing contained herein should be considered an offer to sell or a solicitation to buy any securities. Non-deposit investment products and trust services are not insured or guaranteed by the FDIC or any other government agency, are not obligations of any bank, and are subject to risk, including loss of principal.
True Link Financial, Inc. provides the trust administration software and record-keeping platform as well as the True Link Visa Prepaid Card and associated software platform.
