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, LLC, offers wealth management services that deliver clarity and confidence to the families we serve. As part of our fiduciary responsibility, we always place clients first in proactively delivering unbiased advice and customized service. Delivered by integrated teams of specialists, our services include financial planning, investment management, tax management, risk management, and estate planning. We are proud of our legacy of independence, our investing track record and our exceptionally high client satisfaction ratings. 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 and has been GIPS compliant since 2001. As of March 31, 2015, the firm had $2.014 billion under management. Learn more at TruepointWealth.com.