Truepoint Wealth Counsel Named to 2017 Financial Times 300 Top Registered Investment Advisers
June 30, 2017 – Truepoint Wealth Counsel is pleased to announce it has been named to the 2017 Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
“We’re proud to once again be recognized by the Financial Times as one of the top RIA firms in the country,” said CEO and Founder Michael J. Chasnoff. “As our firm continues to grow, we remain committed to simplifying and optimizing the personal financial lives of our clients through our holistic wealth management services.”
This is the fourth consecutive year Truepoint has been named to the FT 300. In September, Truepoint was named to Barron’s Top 100 Independent Advisors for the sixth time, and more recently, the Cincinnati Enquirer and Cincinnati Business Courier recognized Truepoint as a top workplace.
This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.
About Truepoint Wealth Counsel
Truepoint Wealth Counsel offers wealth management services that seek to deliver clarity and confidence to our clients’ lives. As part of our fiduciary responsibility, we always place clients first in helping them achieve financial wellness. Our in-house teams dedicated to the financial disciplines of investment management, financial planning, tax management, estate planning and risk management work together to deliver unbiased advice and customized service. Founded by Michael J. Chasnoff in 1990 as one of the first fee-only wealth management firms in the greater Cincinnati area, Truepoint is 100% employee-owned. As of March 31, 2017, the firm has $2.6 billion under management.
The 2017 Financial Times Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times. The FT 300 is based on data gathered from Firms, assets under management (“AUM”), AUM growth rate, years in existence, compliance record, industry certification (CFP, CFA etc…) and online accessibility. Around 2,000 Firms are invited to participate. Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
About Truepoint Wealth Counsel
Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility. As of June 30, 2020, the firm has $3.2 billion under management.