Truepoint produces Annual Reports so clients and prospects understand our unique service model, our fiduciary role and investment philosophy. The reports also tell the Truepoint story – what we believe, why we’re different, how we’ve grown and who we are as people. Our goal is to share a “state of the firm” update and reflect on the past twelve months.
For 2016, the Annual Report took a new, digital form – our Year in Review. This interactive page provides a Truepoint firm update while also highlighting notable events and financial planning topics for 2016.