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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.

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TRUEPOINT NAMED ONE OF FINANCIAL ADVISOR’S TOP “SURVIVORS IN A STORMY MARKET”

CINCINNATI – Truepoint Inc., a nationally recognized fee-only personal wealth advisory firm, is included among Financial Advisor magazine’s 2009  ranking of the nation’s leading independent advisory firms.  Truepoint falls into the top quartile of advisory firms who made the list “Survivors in a Stormy Market”.  

Financial Advisor’s  survey of advisory firms found that although account size, staff and profits, shrunk in 2008, firms have gained more clients.  The results indicate that there has been a great migration of clients moving from brokerage houses to RIA (Registered Investment Advisory) firms, with a median increase in clients of 13%.

“Truepoint is proud to be included among the listing of ‘Survivors in a Stormy Market’.  The growth and recognition of our firm is simply a reflection of our commitment to providing expert advice and unparalleled service to our clients,” said Michael J. Chasnoff, CFP®, founder and President of Truepoint.

Founded in 1990, Truepoint Inc. was among greater Cincinnati’s first fee-only wealth management firms. The practice was founded on the principle of always acting in the client's best interest and the significant growth of the firm is primarily attributable to the referrals generated by satisfied clients. The success achieved through a clear focus on personalized service remains a commitment of the firm, which is dedicated to remaining independent and employee-owned.
    
Truepoint Inc. provides a suite of integrated advisory services through its two divisions: Truepoint Capital and Truepath Financial. While Truepoint Capital provides highly customized wealth management services to high-net-worth individuals and families, Truepath was developed for clients who may not require the breadth and depth of the Truepoint Capital offering. Included among the firm’s services are wealth planning, investment management, tax planning and preparation, charitable giving strategies, and estate and trust services.