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?
- What We Do
- Partner with our clients to deliver insight, clarity and confidence to the management of their financial lives
- How We Do It
- Through the integration of highly qualified specialist professionals and proven processes, we provide superior, proactive wealth advisory services
- The Results
- 585 client surveys have been completed over the past seven years; over 98% of those clients indicated they would refer others to Truepoint based on their experience
| Date Formed |
1990 (one of the area’s first fee-only firms) |
| Ownership |
100% employee-owned |
| Assets Under Management |
$968 million (as of December 31, 2011) |
| Client Locales |
29 states (35% of clients are outside Ohio); 3 foreign countries |
| Professional Designations |
CFA (3), CPA (5), CFP® (10), MBA (5), CTFA (1), CAIA (1) |
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