Truepoint Institutional Advisors serves as an outsourced chief investment officer. We assist boards/investment committees through a holistic, total enterprise perspective by understanding:
- purpose and use of the funds, including other funding sources
- time horizon of the funds
- liquidity requirements
- unique circumstances
Once we have a thorough understanding of the client’s needs we:
Our clients benefit from our disciplined investment approach that emphasizes long-term investment principles over short-term outcomes. Furthermore, our years of experience help us establish realistic and clear expectations about market cycles, capital market assumptions, expected manager performance, and appropriate benchmarking.
All of Truepoint’s investment services are provided according to the fiduciary principle of always placing the interest of the client first. We provide these services on a highly competitive and cost-effective basis. In keeping with our fiduciary role, all of our compensation comes directly from client fees; we receive no other incentives or compensation.