TruePoint Institutional Advisors
Helping Fulfill your Mission
In the very broad landscape of institutional investing, many smaller organizations like foundations, endowments, non-profits, and even company retirement plans, get overlooked by the wealth management industry. And yet, these are organizations that can truly benefit from a steady, long-term approach to investing. After all, many of these provide critical services and financial support to a range of individuals.
Truepoint Institutional Advisors, founded in 2015 as a division of Truepoint Wealth Counsel, offers independent investment advisory services. While it’s a slightly different approach than the way we work with individuals and families, the key investment tenets still apply: global diversification, low-cost index funds and disciplined rebalancing, to name a few. As advisors, our role is not only to ensure a thoughtful, informed strategy is always in place, but to ensure your board and organization are able to adhere to a sound investment strategy, especially when it can be difficult to do so.
Education is also a key part of how we work with you and your organization. While you can count on our team to handle the heavy lifting and manage the details, we’ll collaborate with you and your team to ensure all participants understand our approach and feel part of the process.
misson money
In the very broad landscape of institutional investing, many smaller organizations like foundations, endowments, non-profits, and even company retirement plans, get overlooked by the wealth management industry. And yet, these are organizations that can truly benefit from a steady, long-term approach to investing. After all, many of these provide critical services and financial support to a range of individuals.
In the very broad landscape of institutional investing, many smaller organizations like foundations, endowments, non-profits, and even company retirement plans, get overlooked by the wealth management industry. And yet, these are organizations that can truly benefit from a steady, long-term approach to investing. After all, many of these provide critical services and financial support to a range of individuals.
Our approach to investing your money for the long term:
Portfolio Value Fee
All of Truepoint’s investment services are provided according to the fiduciary principle of always placing the interest of the client first. We provide these services on a highly competitive and cost-effective basis. In keeping with our fiduciary role, all of our compensation comes directly from client fees; we receive no other incentives or compensation.
| First $5,000,000 | 0.50% |
| Next $5,000,000 | 0.40% |
| Next $10,000,000 | 0.30% |
| Next $30,000,000 | 0.20% |
| Above $50,000,000 | 0.10% |
