Leading Institutional Investment Professional Joins Truepoint
Christopher M. Meyer, CFA, former Managing Principal and Chief Investment Officer at Fund Evaluation Group, has joined Truepoint Wealth Counsel, a nationally recognized fee-only wealth management firm, to lead the firm’s growing institutional services practice.
As Managing Principal of Truepoint Institutional Advisors, a division of Truepoint Wealth Counsel, Mr. Meyer will direct investment advisory services for charitable foundations and endowments, non-profits, and retirement plans. He will be responsible for setting Truepoint’s institutional investment strategy, and will work with clients to develop investment policies, identify appropriate investment vehicles, and provide ongoing portfolio implementation and oversight.
With more than two decades of experience advising large insitutions on investment strategy, Mr. Meyer will turn his focus to helping small to mid-sized organizations manage their investments more effectively and efficiently.
“Working with institutions of various sizes, I realized that many small to mid-sized organizations weren’t benefiting from the same informed, cohesive solutions typically available to larger ones. I’m passionate about the opportunity to provide more effective investment strategies to this underserved market, so they can focus on advancing the success of their mission.”
Mr. Meyer cites Truepoint’s unwavering commitment to independence and an evidence-based investment strategy, free of conflicts of interest, as key factors influencing his decision to join the firm.
Steve Condon, President of Truepoint Wealth Counsel, believes these shared values made partnering with Chris to grow the firm’s institutional service division an easy decision to make.
“Truepoint has been delivering independent, fiduciary advice for 25 years. We couldn’t be more excited to partner with an industry expert like Chris, who shares our vision and values, to expand our ability to help organizations realize the same investment success our individual and family clients have achieved.”
About Truepoint Institutional Advisors
Truepoint Institutional Advisors is a division of Truepoint Wealth Counsel, LLC, offering independent investment advisory services to charitable foundations and endowments, non-profits, and retirement plans. Learn more at TruepointIA.com.
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, 2015, the firm had $2.014 billion under management. Learn more at TruepointWealth.com.
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.