The landscape of institutional investing is broad, but Truepoint has focused on serving specific types of institutional clients for over 20 years, culminating with the launch of Truepoint Institutional Advisors in 2015. We are committed to advising smaller and mid-sized institutional investors that traditionally are underserved by other financial firms. These are organizations that can truly benefit from a steady, long-term approach to investing. After all, many of these provide critical services and financial support to their community.
As advisors, our role is not only to ensure a thoughtful, informed strategy is always in place, but also to ensure your board and organization are able to adhere to a sound investment strategy, especially when it can be difficult to do so.
Current Truepoint Institutional Advisors clients: Portal Access
The Truepoint Institutional Advisors team is passionate about helping organizations fulfill their missions by working toward their investment objectives. The work they do as advisors is fully supported by Truepoint’s investment and client services teams.
All of Truepoint’s investment services are provided according to the fiduciary principle of always placing the interest of the client first. We provide these services on a highly competitive and cost-effective basis. In keeping with our fiduciary role, all of our compensation comes directly from client fees; we receive no other incentives or compensation.