Reflecting the global market; factoring each data point and every human interaction; knowing these are the forces that drive fair value—and helping us be a steward of clients’ wealth. That’s TrueWealth.


At TrueWealth, we have confidence in the power and efficiency of capital markets to provide positive returns. Our investment philosophy is based on the belief that strategies designed to capture these returns will provide a better investment for our clients over the long term.

By leveraging a line-up of funds focused on capturing market returns, avoiding risks that don’t add value, and reducing costs, we’re able to build TruePortfolios that work better to meet our clients’ goals. While not universally followed by other wealth management firms, this strategy has been proven time and again to be a better approach.

— Characteristics of TrueWealth’s Investment Philosophy —

Characteristics of TrueWealth’s Investment Philosophy