Craig M. Truman, ChFC, CLU
Craig’s area of specialization focuses on two complimentary areas. The first of these is portfolio management. Craig assists those who are preparing for retirement as well as those who have retired. He prepares customized portfolio designs using the principles of Modern Portfolio Theory for asset allocation and provides individual asset selection tailored to each client`s unique set of circumstances. Clients receive comprehensive quarterly reports, which detail the performance of each asset as well as the entire portfolio. Craig works primarily on a fee basis with clients paying a quarterly fee based upon assets under management.
Craig’s second area of focus is estate planning and has developed from years of working with successful clients. He works with clients` legal and tax advisors, creating a team approach to estate planning. Together, these teams assist clients in assuring the most efficient transfer of wealth from one generation to the next.
Craig began his financial service practice in 1986. His clientele includes affluent individuals, business owners, successful professionals and retired executives.
Craig received his Bachelor of Science degree from Colorado State University, Fort Collins, Colorado. He earned his professional designations from the American College, Bryn Mawr, Pennsylvania, receiving the Chartered Life Underwriter (CLU) designation in 1990 and the Chartered Financial Consultant (ChFC) designation in 1992.
Licenses and Registrations
Craig holds securities registrations (series 7, 24, 63, and 65) in addition to his Life, Health and Disability Insurance License through the State of California Insurance License# 0708655. He offers securities and investment Advisory services through Royal Alliance Associates, Inc. member FINRA, SIPC. He is licensed to make available a full range of services and non-proprietary securities to clients.
Why at LCM
Craig is a founding principal of Liberty Capital Management. His goal was to help build a financial services firm that was built on the highest levels of integrity and experienced professionalism. He believes that success is measured by the quality of the relationships a person builds throughout his lifetime.
Married for over thirty years, Craig and his wife enjoy an active life with their four boys.
Craig enjoys the theatre, cooking and entertaining. He supports various community and philanthropic endeavors, especially those which provide programs for individuals with special needs.
States in which Registrations are held
Craig holds security registrations in Arizona, California, Colorado, Georgia, Idaho, Illinois, Nevada, Ohio and Utah.