I am pleased to introduce to you our inaugural Annual Report – an update on the state of our firm and reflection on twelve months of Truepoint’s growth and development.
Historically we have presented this information exclusively at our Annual Client Meeting in the form of a “firm update.” However, we were only able to communicate this message to clients and friends that were in attendance. By presenting our update in the form of an Annual Report, we are now able to reach everyone – regardless of location.
The past few months have been very exciting for Truepoint. At the end of June, the number of client assets under management exceeded $1 billion – placing Truepoint in the top one percent of registered investment advisors. This milestone also prompted the Cincinnati Enquirer to print a feature article on Truepoint’s history and successes.
With our firm’s growth, we have been able to further invest in our team by adding valuable resources, something we discuss in detail in the Annual Report. One of these changes has been our expanded and improved work space, which is why we have chosen to host an open house this year on September 20. Although this special event will replace our regular Annual Client Meeting, we will host additional client programs in the future. We look forward to celebrating our continued relationship and collective successes at our open house. (Please RSVP by September 12.)
If you have any questions or comments regarding the Annual Report or wish to discuss it in further detail, please contact us. Thank you again for your trust and confidence.
For more information, please contact Lisa Reynolds at 513.792.6648 or firstname.lastname@example.org.