The US-wide firm, known in the sector as "tru," onboarded six new advisory teams to its platform in 2023.

tru Independence, a national independent advisory platform, has launched Mindset Wealth Management, an RIA run from Indianapolis.

Previously colleagues at the RIA Sheaff Brock Investment Advisors, Mindset’s co-founders and managing partners are Peter Bjelopetrovich, Seth Hickle, James Humphries, and Mark Vandygriff. 

The launch follows tru onboarding six new advisory teams last year, collectively holding more than $4 billion of assets. In total, tru services about $12.5 billion in assets, it said in a statement yesterday. 

As part of its investment technique, Mindset uses derivative overlay strategies in separately managed accounts. The firm said this approach aims to help clients create income and diversify their holdings, alongside more traditional equity and fixed-income investments.

tru independence was founded in 2014. (See here for a story last June about its activities.)