True Wealth Management

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

TRUEPOINT IN THE NEWS

8Feb

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

Scott Keller quoted in Cincinnati Business Courier on recent market volatility.
2Feb

Easy Way to Grow Wealth

Ginger Ittenbach, Eric Ross and Steve Condon quoted in Cincy Magazine.

Truepoint Viewpoint

Viewpoints

April 4, 2018
Our approach to investing—whether it be our real estate allocation or response to the news of a potential trade war—remains the same. We maintain a long-term view and do not
How a Truepoint wealth advisor discovered meditation and took a mindful approach to investing to help tune out the noise.
February 6, 2018
With little market volatility in 2017, it shouldn’t be a surprise to see volatility return. Our Market Volatility eBook offers some useful history and action items to consider.

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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.

Learn how Truepoint’s investing approach can help you gain confidence and take control of your financial future.

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)