Press ReleaseJuly 8, 2009Third-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.
The top 100 wealth manager's shared some key characteristics:
"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. |