Track Record

A Review of Long-Term Performance

Rarely have the financial markets experienced the extreme volatility that marked the past decade. Throughout this tumultuous period, we have unwaveringly maintained a deep conviction in our disciplined investment approach that employs indexed and passive investment strategies with a keen focus on portfolio construction.

Based on compelling academic research and overwhelming empirical data, we believe our investment process will produce long-term portfolio results which are superior to both their benchmarks and much of the active management universe. We are proud to say that our historical investment performance has proven this to be true.

For a summary of the investment results Truepoint clients have experienced click here.

The data represents the aggregate performance of all client portfolios invested in alignment with our recommendations. Truepoint’s compliance with the GIPS Standards has been verified for the period January 1, 2001, through December 31, 2011, by Ashland Partners & Company LLP.