Investment Options

True Link Financial

True Link Financial, Inc, like LET, focuses on financial products and services that support individuals with disabilities.

Life Enrichment Trust (LET) partners with True Link Financial Advisors, LLC to provide investment management services, with Charles Schwab serving as custodian of trust funds.  True Link invests the assets of LET’s pooled special needs trusts. The pooled trust portfolio is designed for asset protection with conservative growth through a diversified portfolio.  Many LET beneficiaries with stand-alone trusts also choose to invest with True Link.

Other Financial Advisors

LET also works with beneficiaries who have other investment services and advisors through non-custodial accounts. For beneficiaries who choose to use other investment advisors for stand-alone trusts, LET collaborates with the financial advisors to facilitate the access of funds for the benefit of the beneficiary in alignment with the trust documents and the beneficiary’s needs.