Firm Profile
True Fiduciary Guidance
"The fiduciary acts at all times for the sole benefit and interests of another, with loyalty to those interests. A fiduciary must not put personal interests before that duty, and must not be in a situation where his fiduciary duty to clients conflicts with a fiduciary duty to any other entity."
-John Bogle, founder and former CEO of Vanguard
What makes Truepoint unique?
- Independent, unbiased advice
- Founded on the fiduciary principle of always placing the interests of the client first
- Client is sole source of compensation, eliminating conflicts of interest
- Integration of specialized expertise
- Team of highly qualified specialists seamlessly weds deep knowledge across areas such as investment management, tax management, wealth planning and estate and trust services
- Superior client experience
- 98% of our clients are willing to refer our firm to family, friends and associates
- Referral strength described as "exceptionally high" by industry survey firm which has conducted 341 Truepoint client interviews over the past five years
| Date Formed |
1990 (one of the area's first fee-only firms) |
| Ownership |
100% employee-owned |
| Assets Under Management |
$750 million (as of Dec. 31, 2009) |
| Client Locales |
26 states (30% of clients are outside Ohio); 3 foreign countries |
| Professional Designations |
CFA (2), CPA (5), CFP® (9), CTFA, MBA (5) |
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