Our Passion: Helping Fulfill Your Mission
Truepoint offers institutional services for retirement plans, charitable foundations, non-profits and endowments through Truepoint Institutional Advisors, a division of Truepoint Wealth Counsel. Our mission is to help small and mid-sized organizations fulfill their missions by managing their investments more effectively and efficiently.
- Complete Independence: fiduciary role and fee-only model
- Intellectual honesty: evidence-based investment approach
- Institutional expertise: committee governance, investment policy development, manager due diligence, portfolio management
Learn more about Truepoint Institutional Advisors.
