We are proud of our investment track record during periods of extreme market volatility. Our disciplined buy-hold-rebalance execution reliably outperforms “active” and speculative strategies that try to pick stocks and/or time the market.
Our investment track record represents the aggregate performance of all client portfolios invested in alignment with our recommendations.
Data as of 12/31/2017. Truepoint’s 70/30 Portfolio Composite results reflect the aggregate net-of-fee performance of client portfolios managed to benchmark allocations of 70% stocks/30% bonds and cash. The 70/30 Benchmark is similarly allocated and consists of Morningstar categories. Additional detail can be found in the presentation linked above.
Truepoint’s compliance with the GIPS Standards has been verified for the period January 1, 2001, through September 30, 2017.