Press Release

July 8, 2009



Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor and not all investment advisors participate in the process. A more thorough disclosure of the criteria used in making these rankings is available through each publication.



WEALTH MANAGER
RANKS TRUEPOINT CAPITAL AS ONE OF THE NATION'S TOP 100 WEALTH MANAGERS

CINCINNATI - Truepoint Capital, the wealth management division of Truepoint Inc., a nationally recognized fee-only personal wealth advisory firm, has been recognized by Wealth Manager magazine as one of the top wealth managers in the country. Wealth Manager's list, which included over 400 firms, ranked Truepoint at 90 when considering resilience and growth, productivity and client size. Truepoint has been included on Wealth Managers annual listing since the lists inception in 2002.

The top 100 wealth manager's shared some key characteristics:
  • They are significantly larger in assets under management than the overall median size of firms
  • They work with significantly larger clients than the other firms
  • Many are family or multifamily offices

"We are honored, especially this year, to be included in the top 100, a group singled out for its resilience and promise of recovery," says Michael J. Chasnoff, President and CEO of Truepoint Inc.

Founded by Chasnoff in 1990, Truepoint was among greater Cincinnati's first fee-only wealth management firms. The practice was founded on the principle of always acting in the client's best interest and the significant growth of the firm is primarily attributable to the referrals generated by satisfied clients. The success achieved through a clear focus on personalized service remains a commitment of the firm, which is dedicated to remaining independent and employee-owned.

Truepoint Inc. provides financial advisory services through Truepath Financial, wealth management services through Truepoint Capital and family office services through Truepoint Family Office. Integrated advisory services are targeted to high-net-worth individuals and families and include wealth planning, investment management, tax planning and preparation, charitable giving strategies and estate and trust services.
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