Press ReleaseOctober 15, 2008TRUEPOINT NAMED ONE OF WORTH MAGAZINES TOP 250 WEALTH ADVISORS
Worth ranks the nations Top 250 Wealth Advisors by several different pieces of information. From a detailed questionnaire advisors are asked questions regarding education, professional credentials, their approaches to customer service, portfolio management and risk. Another contributing factor to the methodology is the demonstration of global markets, alternative investing and current economic climate.
This is the thirteenth time that Worth has included Michael J. Chasnoff and his firm Truepoint in its annual listing of the nations top wealth advisors. Worth published its first list in 1994, naming Chasnoff as one of only 60 advisors included in its register.
We are honored to continue to be recognized by Worth, as one of the few advisors who remain on the list after making Worths inaugural Top 60 list in 1994, 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. |