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Trulytics Financial Corp believes that our disciplined, institutional processes are very important to our active management performance. The utilization of our research partners brings the required independence and objectivity necessary to provide quality portfolios. By combining Top-down guidance with our Bottom-up position research, we create actively-managed portfolios with the integrity our investors demand. Open your account today (Click here).


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Our Overview

The positions in our Cash Portfolio are chosen to seek a 2.1% yield from largely investment-grade debt. Enhanced due-diligence, investment measures are used to further insulate portfolio from external activities without compromising income and interest.

Our Philosophy

“We simply use disciplined, institutional processes that select the appropriate positions from the very beginning.”

Management

Bobby Peters, CIMA®, CRPS®
- Over 10 years of Investment Experience
- Chief Investment Officer
- Portfolio Manager
** M.B.A. | University of Memphis
   - Fogelman College of Business
   - Memphis, TN
** Certified Investment
     Management Analyst®
   - University of Chicago
   - Booth School of Business
   - Chicago, IL

Investment Research

We partner with some the world’s largest research providers utilizing more than 70 global analysts with qualitative research on 1,500+ global companies, 10+ sectors, and 40+ industries in addition to quantitative research on ~20,000 plus companies.

Cash Portfolio Objective

We start with screening fixed income positions that adhere to the investment definition of cash. We then include positions that aid our objective of seeking a yield of 2.1% through dividends and interest.

Liquidity and Cash Management

We give our customers the ability to place surplus cash and seek a rate of interest that exceeds checking and savings accounts. Our approach also enables clients to maintain sufficient liquidity and aim to improve their overall profitability. 

All investments are subject to risk, which may result in loss of principal. Past performance is not a guarantee of future returns and data and other errors may exist.
- Investment Grade debt as defined by Moody’s (Baa3) and S&P (BBB-) or higher.
- Ultra Short means Fixed Income instruments with very short-term maturities.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Trulytics Financial Corp are separate entities from LPL Financial. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Bond yields are subject to change. Certain call or special redemption features may exist which could impact yield. The payment of dividends and interest is not guaranteed.

Tracking: 788456, 787782