Why is a Fiduciary Oath important?
Truepoint believes in the concept that a wealth manager should act as a fiduciary for our clients as supported by the National Association of Personal Financial Advisors (NAPFA), and Truepoint abides by the Certified Financial Planner Code of Ethics and Professional Responsibility. As such, we act in the best interest of our clients and disclose any potential conflicts of interest. We strive to build relationships based on integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.
