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. Truepoint Institutional ...more

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. 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 evidence-based 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.less