Commas is a subscription-based, low investment cost financial advisory service that’s a subsidiary of Truepoint. They provide exceptional fiduciary service for the EveryInvestor. If you (or a family member) needs a more simplified financial advisory service, use Commas.
Not everyone that comes through our doors needs, or is best served, by the full Truepoint offering: that’s why we created Commas. Commas can service clients of multiple asset levels with a team of fully certified financial advisors. Founded on many of the same fiduciary principles as Truepoint was, Commas provides a more simplified asset development and money management advisory. And if you’d like to, at any time you can choose to change your service to Truepoint if your needs match the Truepoint offering.