Proven, Big-Picture Investment Strategies
Truepoint’s approach to investment management is informed by decades of market intelligence and extensive academic research. Our investment track record confirms the effectiveness of this intellectually honest, evidence-based philosophy.
Our perspective is relentlessly long-term and always client-centric. We start with a clear discussion of goals and objectives, time horizons and cash flow needs for individual and family clients. Investment Policy Statements outline the optimal strategy and asset allocation and establish clear guidelines for the management of the portfolio. A sound long-term policy helps investors avoid ad hoc or emotional portfolio changes, particularly in extreme markets. All investment decisions are made in the context of an overall plan and a clearly defined investment process.
Our team handles all aspects of investment management, from portfolio design and vehicle selection, to ongoing monitoring and contingent rebalancing, to performance reporting and benchmarking. Additionally, through strategies such as asset location, tax-loss harvesting and the use of tax-efficient investment vehicles, we aim to minimize the impact of taxes on investment returns.
It’s an integrated approach that’s proven to deliver strong – and reliable – results for our clients in all kinds of markets.