True Wealth Management

Re-imagining wealth management as truly independent, intellectually honest and authentically personal.

TRUEPOINT IN THE NEWS

7Jun

Truepoint Named a Top Workplace for 2018

Firm recognized as one of the Cincinnati Enquirer's Top Workplaces, ranking #3 among the top 65 small companies.
8Feb

Cincinnati investment pros sound off on Dow’s biggest drop ever

Scott Keller quoted in Cincinnati Business Courier on recent market volatility.

Truepoint Viewpoint

Viewpoints

Truepoint's rebalancing process is used to craft a disciplined, repeatable approach to buying low and selling high.
June 11, 2018
The act of decluttering—whether it’s your home or even an aging parent’s home—often falls to the women in a family. Here's some tips to keep in mind.
May 9, 2018
Collaboration underlies everything we do, and we believe it is the key to creating an exemplary client experience.

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OUR INVESTMENT APPROACH

Evidence-Based

Evidence-Based

Decades of evidence confirm the extreme difficulty of beating the market .

Emotionally Intelligent

Emotionally Intelligent

Investor behavior is often the primary determinant of long-term returns.

Proven

Proven

The evidence is clear – buy-hold-rebalance beats predictive and emotional.

Tax-Informed

Tax-Informed

A comprehensive plan aligned to your goals.

Long-Term

Long-Term

Focused on the long term and based on what is proven to work.

Truly Independent

Truly Independent

A proud legacy of independence and fiduciary responsibility.

Who We Are

Founded

In 1990

One of the area’s first fee-only firms

True Fiduciaries

Always have been, always will be

100%

Employee Owned

Client-to-employee ratio of 19:1 (industry median 31:1)