1. Truepoint Inc. is an independent wealth advisory firm founded on the principle of always placing the
interests of the client first. We strive to empower our clients with a set of services that will provide peace
of mind and complete confidence. Truepoint offers three levels of advisory service to appropriately meet
the varying needs of our clients.
Truepoint Family Office provides a customized robust solution for multi-generational families seeking a
family office experience. Truepoint Capital provides a wealth management solution integrating
investment management with comprehensive planning, tax and trust services. And Truepoint Financial
provides a simpler solution coupling investment management with financial guidance.
In this folder, you will find the following information:
 Firm Profile – We have included a snapshot of various firm metrics along with attributes which
make us unique.
 Client Satisfaction – Truepoint’s focus on delivering a superior client experience is reflected in our
robust client satisfaction survey results and by the clients who have volunteered to discuss their
experience with prospective clients of our firm.
 Services & Fees – We have included an overview of Truepoint’s service offerings along with a
detailed description of our fee-only compensation structure.
 Verified Investment Performance – Enclosed is a presentation of our independently verified
performance results. As you will see, our academically grounded and disciplined investment process
has served our clients well through the many unpredictable moves of the market.
 Recent Recognition – Truepoint has been repeatedly recognized among the nation’s leading
advisory firms.
 Disclosure Document – In an effort to provide complete transparency, detailed information about
our firm is available within our Form ADV Part II and Schedule F.
We encourage you to visit TruepointInc.com to meet the team, read recent commentary and learn more
about Truepoint and its service offerings.
4901 Hunt Road, Suite 200 ▪ Cincinnati, OH 45242 ▪ 513.792.6648 PH ▪ 513.792.6644 FX ▪ TruepointInc.com