America’s Best TAMPs Showcase - Flipbook - Page 49
2026 AMERICA’S BEST TAMPS
TM
TRUE
FREEDOM™
INVESTING
New Business Contact:
Samuel or Josiah Pinkerton,
Business Development
Phone: (888) 888-5987
Email: transform@truefreedom.com
Dan Pinkerton, CFP®
Founder, CEO
CONTACT
TFI • 2000 W John Loop, Coeur d’Alene, ID 83814
www.truefreedom.com
KEY TAMP PERSONNEL
Discover why hundreds of RIAs, IARs, and hedge funds have relied
on our patented investment-trend research for decades to transform
portfolios, grow client relationships, and build firms positioned to thrive.
True Freedom™ delivers more than portfolio management — it actively
invests in advisor revenue and AUM growth, succession, and philanthropy.
Why Choose True Freedom™?
Structure, scale, and strategy converge — empowering advisors not only to
compete, but to lead. Schedule a Meeting and request our True Freedom™
Investment Chart. FREEDOM ISN’T ACCIDENTAL. IT’S INTENTIONAL.
Matt Weed,
Ron
CPM®
Glendening,
®
CIO
CFP
COO, CIS
Samuel
Pinkerton
BDS
Type of Program: Fullservice TAMP, OCIO, open
architecture, trading, billing,
automatic rebalancing, weekly
growth webinars, active,
passive, tactical, liquid alt’s,
integrated tech stack and
platform, financial planning,
behavioral finance.
Total Assets in Program:
$1.56 billion
Year Program Began: 2023
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With 38 years’ experience, we
help RIAs/IARs transform their
practices, accelerate growth,
and thrive long-term.
True Freedom™ is designed
around three forms of
independence:
Time independence—freeing
advisors to focus on vision,
relationships, and leadership
while we manage trading, billing,
rebalancing, and other support.
Investment independence—
access industry-leading
tactical and liquid alternative
investments, in addition to active
and passive allocations.
Income independence—
protecting client and firm revenues
from recession drawdowns.
On average, our IAR Partners
generate 43% greater advisory
revenue than industry averages
by clearly differentiating their
firms with our unique client value
proposition.
Unlike platforms focused
primarily on traditional active
and passive models, we fully
integrate Active, Passive, Tactical,
and Alternative strategies —
including disciplined cash
management — to help advisors
Advance & Protect™ client
wealth across full market cycles.
Schedule a Meeting
time, and request our True
Freedom™ Investment
Chart, powered by our patented
research firm — Sherman
Research.
Experience True Freedom™
— A Better Way to Invest and
Live — where independence
drives transformation, growth,
and enduring legacy.
Two Ways to Work with True Freedom™:
Access provides a robust institutional foundation: integrated tech stack,
client portal, client vault, active, passive, and 50+ tactical & liquid alternative
portfolios with algorithm-driven risk management — all engineered to enhance
portfolio construction and operational efficiency.
Advantage expands that foundation into a full enterprise-building platform.
Advisors gain OCIO partnership, marketing and co-branded growth
campaigns, strategic reinvestment through our Growth Investment Plan©,
succession continuity through our Guaranteed Succession Plan©, and
structured generosity impact through our Philanthropy Partner Plan©.
Powered by patented research from our affiliated firm Sherman Research,
Advantage equips advisors to Advance & Protect™ client capital across full
market cycles while intentionally growing advisor firm value and influence.
CLICK IMAGE TO LEARN MORE
ACCESS
20%
OFF
ADVANTAGE
FREE $25M
$2M
Managers GIPS®
Compliant: Pending
Types of Products Available:
ETF’s & mutual fund models,
SMA, UMA, UMH, taxsensitive
Platform Tracks Client
Holdings: Yes
STR AT E G I C F E AT U R E S
Program Compatible: RIAs,
IARs, B/Ds, Hybrids
ACCOUNT AGGREGATION
IPHONE OR ANDROID APP
Optimized for Tax Trading
Efficiency: Yes
ACCOUNT REBALANCING
MARKETING SUPPORT
Sleeve-Level Reporting: Yes
BEHAVIORAL FINANCE TRAINING
MODEL MARKETPLACE
Program Links to a
Trade Execution or Order
Management System: Yes
CLIENT PORTAL
PRIVATE LABELING
Proposal / IPS: Yes
CUSTODIAN AGNOSTIC
RESEARCH & DUE DILIGENCE
Asset Allocation
Methodologies: Numerous
CUSTOMIZED PORTFOLIOS
RISK MANAGEMENT TOOLS
CUSTOM REPORTING SUITE
SUCCESSION PLANNING
FINANCIAL PLANNING TOOLS
TAX-LOSS HARVESTING
INTEGRATION WITH
3RD-PARTY PLATFORMS
UNIFIED OR SMART BILLING
PRODUCTIVITY
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