Advisory Services

The Coliseum, Rome, Italy

Advisory Services

Broad-based and Specialized

Truepoint is a fee-only practice compensated solely from fees paid by clients - the firm receives no commissions or other compensation from any sources. Our fee-only compensation structure ensures that our clients receive unbiased, commission-free recommendations based expressly upon their needs and objectives.

All clients benefit from Truepoint’s proven investment management process. Portfolio services include:

Investment policy development and portfolio design
Investment manager/vehicle selection
Ongoing contingent portfolio rebalancing
Portfolio performance monitoring and reporting

Truepoint Capital's wealth management services beyond portfolio management are detailed below.

	Wealth Management	Additional Services
Retirement income planning	+
Withdrawal rate analysis	+
Education planning	+
Employee benefit guidance	+
Financial statement preparation	+
Cash flow and budgeting projections	+
Advanced tax planning and preparation	+
Estate planning and asset ownership review	+
Charitable gift and succession planning	+
Deferred compensation planning	+
Benefits review and analysis	+
Insurance analysis and recommendation	+
Document and record management	+
Generational education and planning		+
Philanthropy and trust administration		+
Bill paying and banking		+
Expense management and reporting		+
Family counseling and governance		+

For clients who may not require the breadth and depth of the Truepoint Capital service offering, the Financial Advisory service of Truepath Financial may be more appropriate.