Truepoint Institutional Advisors is a division of Truepoint Wealth Counsel, offering investment advisory services to small and mid-sized endowments, foundations, nonprofits, trusts, retirement plans, and other institutional investors, which are often underserved. Specifically, Truepoint Institutional Advisors:
- Offers true independence with all of our compensation coming directly from client fees. We do not manage proprietary funds, serve as a broker or custodian, nor share fees with outside organizations.
- Employs an intellectually honest approach, relying on an investment philosophy where investment decisions take precedence over business decisions.
- Relies on decades of institutional expertise, including committee governance, capital market assumptions, investment policy development, manager due diligence, and portfolio management.
Chris Meyer, who relies on more than two decades of experience, leads the team and is passionate about helping organizations fulfill their missions by working toward their investment objectives.
Truepoint at a Glance: