Coeur d’Alene, Idaho — A North Idaho financial firm is drawing national attention after an industry publication ranked it the top growth story among investment platforms operating across the country. True Freedom Investing, based in Coeur d’Alene, claimed the No. 1 spot for growth among Turnkey Asset Management Platforms — commonly known as TAMPs — according to America’s Greatest TAMPs. The firm also placed 17th in the publication’s overall size rankings nationwide.
True Freedom Investing functions as the investment infrastructure behind Pinkerton Wealth, the Coeur d’Alene advisory firm that Forbes has identified as the leading investment advisor in the Inland Northwest. Combined platform assets now stand at roughly $1.7 billion, a figure that reflects the expansion trajectory behind the growth ranking.
Patented Research Engine Behind the Numbers
The technology and strategy powering the platform originate from Sherman Research, which built a patented investment research engine capable of combining active, passive, tactical, and alternative approaches within a single framework. The firm currently runs more than 50 tactical portfolios through that engine. Its best-performing portfolio has delivered a 92% return over the past twelve months. Going back further, one portfolio tracked over a three-year window ending in 2021 achieved returns of up to 94% — results compelling enough that the strategy was subsequently acquired and patented.
Earlier this year, in January, the company split into two focused units. Sherman Research retained its identity and narrowed its mission to investment research exclusively, while the TAMP operations were given a new name: True Freedom Investing. The restructuring was designed to allow each side of the business to operate with greater concentration within its specific function.
Dan Pinkerton, who serves as President and CEO of Pinkerton Wealth, offered his perspective on what drives the firm’s results. “I believe all lasting success comes from the blessing of the Lord. We have a phenomenal team, and their performance has been phenomenal,” he said. Pinkerton also explained what his clients are typically looking for when they come to the firm, noting that many seek access to strategies they cannot ordinarily find on their own. “They want to be able to access the Warren Buffett-type investment strategies we call tactical that just for the most part aren’t out there within their reach,” he said.
A North Idaho Business With Nearly 30 Years in the Community
Pinkerton Wealth’s workforce spans 70 employees across its various locations, with 40 of those positions based at the Coeur d’Alene office at 2000 W. John Loop Road. That office caters specifically to accredited investors, while the firm’s remaining locations set no investment minimums, allowing a broader client base to participate.
The company’s roots in Coeur d’Alene stretch back to 1997, when it relocated its operations north from Alaska. Next year, the firm will mark its 30th consecutive year serving clients from its North Idaho base — a milestone that arrives just as its national profile has reached a new high point.
The recognition places Coeur d’Alene alongside major financial centers in terms of investment platform output, underscoring how North Idaho’s professional services sector has matured since the late 1990s. For additional coverage of economic growth and investment activity across the broader region, Idaho News Network tracks business development stories at idahonews.co.
What Comes Next
True Freedom Investing’s national ranking puts the firm in a stronger position to attract additional registered investment advisors and expand its adviser network. With Sherman Research continuing to develop new tactical strategies — now numbering more than 50 — the research pipeline supporting that growth remains active. As Pinkerton Wealth counts down to its 30th anniversary in Coeur d’Alene in 2027, the company enters that milestone year with considerable momentum behind it. Individuals or financial advisors interested in learning more can contact the Coeur d’Alene office directly at 208-667-8998.