Inside TruepointFind out the latest news and announcementsApril 03, 2012Truepoint is hosting it's Second Annual Ladies Luncheon on May 8 at Kenwood Country Club. Join us and keynote speaker Julie Shifman for great conversation and an exciting presentation about navigating the various transitions of life and making the most of it. March 23, 2012 PRESS RELEASE - Michael J. Chasnoff, CFP®, Founder and CEO of Truepoint Inc., developed a paper titled Segmented Financial Management Structure: Asset Allocation in a New World and previewed the concept today at Barron's Winner's Circle Top Independent Advisors Summit. Chasnoff described how asset allocation and portfolio segmentation among Operating, Reserve, and Capital accounts can ensure lifestyle sustainability and align investment decisions to efficiently capture capital market returns. January 22, 2012 Scott Keller attended the 5th Annual Inside ETFs Conference, which focused on issues such as ETF (Exchange Traded Fund) structure, in-size liquidity and sophisticated trading strategies. You can also view the conference agenda to see more details of the sessions Scott attended. January 20, 2012 Members of the Truepoint team served lunch to families staying at Cincinnati's Ronald McDonald House. This incredible organization allows families to remain close by their children receiving medical treatment at Cincinnati Children's Hospital Medical Center. January 18, 2012 Do you have questions about tax provisions and changes? A presentation developed by one of Truepoint's third-party resources clarifies the significant aspects of the tax landscape for 2012 and 2013. January 16, 2012 Scott Barbee attended the 2012 AICPA Advanced Personal Financial Planning Conference in order to gain critical insights and high-level guidance on the latest techniques, investment strategies and changes in estate and tax legislation to accurately advise our clients. November 23, 2011 Truepoint is named one of Medical Economics' 2011 Best Financial Advisers for Doctors. November 19, 2011 Congratulations to the members of the Truepoint team who ran in the Holiday in Lights 5k! Truepoint sponsored the event, which benefits the Hamilton County Parks Foundation and the City of Sharonville Christmas Fund. November 18, 2011 Truepoint was a proud sponsor of Secret ArtWorks – an event that benefits ArtWorks, an organization that connects Greater Cincinnati youth and teens with professional artists and provides them with opportunities in the arts. November 17, 2011 Truepoint hosted a P&G Retirement Quest workshop for Procter & Gamble employees nearing retirement and/or evaluating a separation package. The workshop featured Keith Lawrence and Alan Spector, P&G alumni and authors, along with Truepoint's John Evans and Steve Condon. Attendees learned how to plan and prepare for a fulfilling retirement and what financial decisions are critical for P&G employees. November 10, 2011 We congratulate the recipients of the Center for Respite Care's 2011 Transformation Awards. Truepoint was a sponsor for the event, which honored individuals who have made a difference in the lives of the homeless and underserved people in Greater Cincinnati. November 09, 2011 Truepoint spent the day at South Avondale Elementary School in Cincinnati as a part of Accounting for Kids Day. The team taught children financial literacy concepts through a stock market game. Read more about the impact this day had on Cincinnati 4th through 8th graders. November 07, 2011 Please join us in welcoming Claire Fischer to our team. Claire joins the Wealth Advisory team and will be assisting lead advisors with clients' wealth management needs. October 19, 2011 Scott Keller attended the National Advisors Trust (NATC) Technology, Operations and Compliance Conference in Kansas City, KS, where he had the opportunity to share best practices with fellow financial advisors. October 08, 2011 Congratulations to members of the Truepoint team that participated in Cincinnati's Warrior Run! Truepoint is a proud sponsor of this event, which benefits the Surviving the Teens and Suicide Prevention Programs at Cincinnati Children's hospital. October 03, 2011 Please join us in welcoming Chris Hennekes to our team. Chris joins the Wealth Advisory team and will be assisting lead advisors with clients' wealth management needs. October 03, 2011 Cincinnati Magazine named all Truepoint advisors among the city's 2011 Five Star Wealth Managers. This ranking is determined by client satisfaction ratings from households in the Cincinnati area. September 27, 2011 Scott Barbee attended the Fidelity Technology in Practice Symposium, which examined trends and opportunities in technology as it relates to the financial industry. Scott was also a panelist at a session that educated other advisors about using technology to maximize productivity. View pictures from Scott's session. September 22, 2011 Steve Condon and Scott Keller participated in the Dimensional Fund Advisors (DFA) Advance Concepts Conference in Austin. Some of the key sessions were:
September 20, 2011 Thank you to our clients and friends who were able to attend our open house! We really enjoyed being able to socialize with you and show you around our newly expanded office space. September 15, 2011 Heather Swob and Courtney Weber attended the Financial Planning Association (FPA) Annual Conference in San Diego. Interested in what they learned? View some of the conference sessions. August 23, 2011 Truepoint was included on this year's Inc. listing of 5,000 fastest-growing private companies in America. August 23, 2011 Barron's names Truepoint one of 2011's Top 100 Financial Advisors. View the press release August 09, 2011 AdvisorOne named Truepoint among the 100 Top Wealth Managers for 2011. Truepoint has been included on this list since it's establishment in 2001. (The publication was formerly titled Wealth Manager.) July 25, 2011 Truepoint has been named one of the largest tri-state money management firms by the Cincinnati Business Courier. Truepoint ranked 20th by locally managed assets. We have made this list since 2005. July 21, 2011 Janel Carroll, Wayne Lippert and Liz Niehaus attended the NAPFA Core Competency Conference in Columbus, OH. The conference featured continuing education in core financial planning areas such as life insurance, college funding, cash flow management and retirement distribution strategies. July 20, 2011 Truepoint is running a canned food drive for The Lord's Rose Garden, a local charitable organization that focuses on providing food, clothes and other forms of support to single, working parents and their children in disadvantaged areas of our community. Donation bins are located in the main lobby of our office building. July 01, 2011 Truepoint is listed as one of the Nation's Top Wealth Magnets by Accounting Today for the fourth consecutive year. View the press release June 30, 2011 Tim Topicz, Investment Advisory Services has been promoted to Manager. Tim is a Level III candidate in the Chartered Financial Analyst Program. June 27, 2011 Steve Condon, Managing Principal and Tim Topicz, Manager, Investment Advisory Services travel to Stanford University to attend the second annual Applied Quantitative Research University. The conference explored the benefits of investing in alternative asset classes and presented the case for including momentum strategies in a diversified portfolio. November 08, 2010 Truepoint recognized as a leader in growth at the annual Family Wealth Alliance awards. July 23, 2010 Truepoint Inc. ranked one of the nation's top 2010 wealth manager. July 14, 2010 Truepoint Inc. named one of Financial Advisor's 2010 top RIA firms. September 21, 2009 Steve Condon named Managing Director of Truepoint Inc. August 01, 2009 Financial Advisor magazine ranks Truepoint as a Nation's Leading Independent Advisory Firm. July 31, 2009 Truepoint named as one of CPA Wealth Provider's top advisory firms. July 29, 2009 Truepoint Establishes a Volunteer Partnership with Cincinnati Parks. July 08, 2009 May 19, 2009 April 07, 2009 The Family Wealth Allince's inagural 40minus Leadership Summit acknowledges and nominates Alexandra Ollinger of Truepoint. February 18, 2009 November 07, 2008 Truepoint Named One of Medical Economics' Top 150 Financial Advisers for Doctors October 15, 2008 Truepoint Named One of Worth Magazines Top 250 Wealth Advisors October 14, 2008 Thomas Bentley Named Truepoint, Inc. Partner October 08, 2008 Truepoint Capital Named One of Wealth Managers "Top Dogs" October 06, 2008 Truepoint Inc., Named One of Financial Advisor's 2008 Top RIA Firms September 04, 2008 Michael J. Chasnoff Named to Barron's Top 100 Independent Financial Advisers October 09, 2007 Truepoint Capital Expands Investment Management Team October 03, 2007 Truepoint Capital Invites Dr. Lee Hausner to Speak on the Qualitative Issues of Wealth Management August 07, 2007 Truepoint Capital Ranks Sixth in its Class in Financial Advisor Magazine's "Top RIA" Listing June 04, 2007 May 23, 2007 Truepoint Capital Receives Cincinnatis Top Small Business Award February 14, 2007 Truepoint Capital Expands Investment Management Team November 16, 2006 Truepoint Capital Expands Wealth Management Team November 03, 2006 September 06, 2006 ROBB REPORT-WORTH MAGAZINE NAMES TRUEPOINT CAPITAL TO TOP 100 WEALTH ADVISORS LISTING August 15, 2006 Truepoint Capital Expands Investment Team October 31, 2005 Truepoint Capital Investment Specialist Earns Chartered Financial Analyst Designation September 15, 2005 Robb Report-Worth Magazine Name Truepoint Capital to Top 100 Wealth Advisors Listing June 30, 2005 Truepoint Capital Expands Wealth Management Team November 29, 2004 Truepoint Capital Expands Wealth Management Team October 25, 2004 September 08, 2004 Robb Report-Worth Magazine Names Truepoint Capital to 100 Most Exclusive Wealth Advisers Listing July 26, 2004 Bloomberg Wealth Manager Ranks Truepoint Capital as Top Cincinnati Area Wealth Manager March 10, 2004 Advanced Capital Strategies/ACS Financial Advisors Becomes Truepoint Capital |
