Integration with your business

For our institutional clients, Truepoint provides Retirement Plan Management services. This includes the development of an appropriate asset allocation via an Investment Policy Statement (IPS), as well as ongoing monitoring and reporting, contingent portfolio rebalancing and ongoing cash management. We specialize in both profit sharing and defined benefit plans, working closely with trustees to develop the most appropriate plan.

Additionally, to meet the unique needs of our clients with closely held business interest, we provide Net Worth Consulting, advising on a total asset allocation which takes into consideration business interest, real property holdings and other non-traditional assets in addition to an investment portfolio.

To learn more about our Business Services, please contact Michael J. Chasnoff, CFP, at m.chasnoff@truepointcapital.com or (513) 792-6648.