It’s Part of What Makes Us Unique
Truepoint’s culture is shaped by our core principles of client-first service, true independence, intellectual honesty, teamwork, accountability and transparency. And they are informed by our vision and mission.
It starts with our fiduciary responsibility to always act in our clients’ interests. That means our advisors focus on always being available to answer questions, offer guidance or just listen. We pride ourselves on being approachable and easy to work with and on building confidence and trust across the course of regular interactions. Those are the foundations of our enduring relationships and extraordinarily high client satisfaction rates.
Within our team, we promote personal growth, open and respectful communication, teamwork and community involvement. Our focus on teamwork means we collaborate inwardly every day. We are a close-knit team that shares a common purpose. As such, we emphasize team results – like client satisfaction – rather than individual achievements. We believe employee satisfaction drives client satisfaction. In this way we hold our employees in the same regard as our clients, for only fulfilled and engaged employees can deliver the great service and high client satisfaction we expect.