Press ReleaseNovember 7, 2008TRUEPOINT NAMED ONE OF MEDICAL ECONOMICS TOP FINANCIAL ADVISERS FOR DOCTORS
Medical Economics magazine ranks the nations Top 150 Financial Advisers by five separate categories of information. Knowledge and experience, geography, fee arrangements, minimum portfolio size and good standing. The magazine also required that advisers have a minimum of 10 years of experience. Life holds unexpected situationsfrom bear markets to mortgage meltdownsand so it's beneficial to rely on someone who has already weathered similar storms, said Kane, the author. From these factors Medical Economics was able to narrow down hundreds of applications they received and complete the list of the Top 150 Financial Advisers.
This is the fourth time that Medical Economics has included Michael J. Chasnoff and his firm Truepoint Capital in its biennial listing of the nations top financial advisers for doctors. Chasnoff has been part of Medical Economics listing since its inaugural release in 2002.
In this unprecedented financial market, it is critical to maximize tax reduction strategies and preserve wealth. We believe our inclusion on this select list of advisors for physicians reflects our expertise in advising in this space, 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.
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