Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor and not all investment advisors participate in the process. A more thorough disclosure of the criteria used in making these rankings is available through each publication.

Largest Tri-State Money Management Firms

The Cincinnati Business Courier names Truepoint Capital as one of the largest tri-state money management firms for the fifth year in a row: 2005, 2006, 2007, 2008, 2009.

Best Wealth Managers in Client Satisfaction

Cincinnati Magazine names Truepoint advisors among a listing of the best wealth managers in the city as judged by client satisfaction ratings: 2008 and 2009.

This rating should not be construed as an endorsement of Truepoint by any client nor is the rating representative of any one client’s evaluation.

Best Places to Work

The Cincinnati Business Courier names Truepoint Capital as one of the "Best Places To Work" four years in a row: 2005, 2006, 2007, 2008.

Small Business Excellence Award

 
Truepoint Capital is honored by the Chamber as one of Cincinnati's top small businesses. Cincinnati Business Courier - May 23, 2007. Cincinnati Enquirer - May 24, 2007