2016: A

CRAZY UNIQUE VOLATILE

Year In Review

John Oliver Shakes Up the Industry

The late night host’s hilarious (and expletive-laden) rant got lots of people talking about fiduciaries – a good thing. Our view was less outrageous, of course.

What New Fiduciary Regulations Mean

Passive Investing Finally Gets Some Press

“Passive investing” has always been the core of Truepoint’s investment philosophy. A series in The Wall Street Journal explained why passive works, its increasing adoption and why active stock-picking is a “dying business.”

A Vote for Long-Term Investing

A turbulent presidential election made many people nervous about the future, but history shows that the longer-term market impact is likely to be minimal.

How a Geopolitical Event Impacts U.S. Investors

The UK’s historic vote to exit the European Union roiled global markets in June, but a quick bounce back once again demonstrated how long-term focus and disciplined portfolio rebalancing pay off in fluctuating markets and in spite of “disastrous” events.

turn the calendarAnother thing we know:

People like to consider their financial plans and investment strategies this time of year.

This Year's Hot Topics:
Here's What We Talked About

Planning & Paying for College

Because there is so much to consider, quality conversations help set the foundation for a great college experience and determine the right plan to keep everyone in good shape financially.

The Unique Needs of Business Owners

While every successful business is different, many business owners face similar challenges when it comes to financial planning and wealth management. Our series of Viewpoints presented both big-picture ideas and tactical tips.

Preserving Family Legacies

About 70% of a family’s wealth is depleted by the second generation and 90% by the third, according to well-known industry research. Keeping alive a family’s history and beliefs for future generations requires intentional and continuous effort. Learn how to preserve values and legacies, as well as financial capital.

Financial Empowerment for Women

Women control more than half of the wealth in the U.S. – a whopping $14 trillion in total. That’s why more women are taking steps toward empowerment.

2016 Company News & Notes

To Our Clients and Friends,

It was a different type of year, 2016. From Brexit to the U.S. presidential election, there were many surprises. Through it all, the Truepoint team remained focused on what has served you – and us – well over the years. An unwavering commitment to fiduciary responsibility, an intellectually honest investment philosophy and a strong focus on delivering clarity and confidence to our clients’ financial lives.

The challenges of the year confirmed the value of our holistic, team-based approach and commitment to delivering a full range of services – from financial planning and estate planning to investment management and tax planning and preparation. Few of our peers have invested in the resources and skills to deliver true wealth management in this comprehensive way. Your feedback has confirmed that you appreciate the model, too. It’s what makes Truepoint different by design.

We are honored to serve you and look forward to a great 2017 and beyond!

Truepoint by the Numbers

This year saw more growth for the Truepoint team, with strong client and employee satisfaction rates. Through 3Q, the markets produced relatively strong investment returns, with a strong uptick as the year ended.

RhineVest & Truepoint: Growing to Serve New Markets

Truepoint acquired RhineVest Advisors, LLC, which now operates as a wholly-owned subsidiary, to provide fee-only, fiduciary advice with no account minimums.

Industry Accolades

Truepoint won significant recognition again in 2016, but our high rates of client satisfaction and employee satisfaction are the metrics that matter most to us.


We achieved our highest ranking to date in Barron's Top 100 Independent Advisers. Financial Times named us in their Top 300 Financial Advisers list for the third year running. And Cincinnati Business Courier recognized us among their Best Places to Work.

See the whole list >

2016: A

CRAZY UNIQUE VOLATILE

Year In Review


“Fiduciary” Entered
Pop Culture (Almost) >

So Did
“Passive Investing” >

John Oliver Shakes Up the Industry

The late night host’s hilarious (and expletive-laden) rant got lots of people talking about fiduciaries – a good thing. Our view was less outrageous, of course.

What New Fiduciary Regulations Mean

Passive Investing Finally Gets Some Press

“Passive investing” has always been the core of Truepoint’s investment philosophy. A series in The Wall Street Journal explained why passive works, its increasing adoption and why active stock-picking is a “dying business.”


Markets Survived
The Election >

And Brexit Too >
   

A Vote for Long-Term Investing

A turbulent presidential election made many people nervous about the future, but history shows that the longer-term market impact is likely to be minimal.

How a Geopolitical Event Impacts U.S. Investors

The UK’s historic vote to exit the European Union roiled global markets in June, but a quick bounce back once again demonstrated how long-term focus and disciplined portfolio rebalancing pay off in fluctuating markets and in spite of “disastrous” events.

turn the calendar

Another thing we know:

People like to consider their financial plans and investment strategies this time of year.

2016 @ Truepoint Wealth Counsel

This Year's Hot Topics: Here's What We Talked About

Planning & Paying
for College >

The Unique Needs of
Business Owners  >

Planning & Paying for College

Because there is so much to consider, quality conversations help set the foundation for a great college experience and determine the right plan to keep everyone in good shape financially.

The Unique Needs of Business Owners

While every successful business is different, many business owners face similar challenges when it comes to financial planning and wealth management. Our series of Viewpoints presented both big-picture ideas and tactical tips.


Preserving Family
Legacies  >

Financial Empowerment
for Women  >

Preserving Family Legacies

About 70% of a family’s wealth is depleted by the second generation and 90% by the third, according to well-known industry research. Keeping alive a family’s history and beliefs for future generations requires intentional and continuous effort. Learn how to preserve values and legacies, as well as financial capital.

Financial Empowerment for Women

Women control more than half of the wealth in the U.S. – a whopping $14 trillion in total. That’s why more women are taking steps toward empowerment.

2016 Company News & Notes

Leadership
Message >

Truepoint
by the Numbers  >

To Our Clients and Friends,

It was a different type of year, 2016. From Brexit to the U.S. presidential election, there were many surprises. Through it all, the Truepoint team remained focused on what has served you – and us – well over the years. An unwavering commitment to fiduciary responsibility, an intellectually honest investment philosophy and a strong focus on delivering clarity and confidence to our clients’ financial lives.

The challenges of the year confirmed the value of our holistic, team-based approach and commitment to delivering a full range of services – from financial planning and estate planning to investment management and tax planning and preparation. Few of our peers have invested in the resources and skills to deliver true wealth management in this comprehensive way. Your feedback has confirmed that you appreciate the model, too. It’s what makes Truepoint different by design.

We are honored to serve you and look forward to a great 2017 and beyond!

Truepoint by the Numbers

This year saw more growth for the Truepoint team, with strong client and employee satisfaction rates. Through 3Q, the markets produced relatively strong investment returns, with a strong uptick as the year ended.


Growing to Serve
New Markets  >

Industry
Accolades  >

RhineVest & Truepoint: Growing to Serve New Markets

Truepoint acquired RhineVest Advisors, LLC, which now operates as a wholly-owned subsidiary, to provide fee-only, fiduciary advice with no account minimums.

Industry Accolades

Truepoint won significant recognition again in 2016, but our high rates of client satisfaction and employee satisfaction are the metrics that matter most to us.


We achieved our highest ranking to date in Barron's Top 100 Independent Advisers. Financial Times named us in their Top 300 Financial Advisers list for the third year running. And Cincinnati Business Courier recognized us among their Best Places to Work.

See the whole list >