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.
TRUEPOINT INC., NAMED ONE OF FINANCIAL ADVISOR'S 2008 TOP RIA FIRMS
CINCINNATI Truepoint Inc., a nationally recognized fee-only personal wealth advisory firm, is included among Financial Advisor magazines 2008 ranking of the nations leading Registered Investment Advisory (RIA) firms.
Financial Advisor magazine ranks the nations top RIA firms by total assets under management. Financial Advisor identifies the distinguishing characteristics of these firms as top-quality people, a client-centric culture, professionalism, a strong brand and an attractive 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. Being included among the nations elite firms offers tangible proof that our focus on delivering objective and integrated wealth advisory services is succeeding, said Chasnoff.
Founded in 1990, Truepoint Inc. was among greater Cincinnatis 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 firms services are wealth planning, investment management, tax planning and preparation, charitable giving strategies, and estate and trust services.
