We have grown exponentially during the past century. We recently achieved yet another growth milestone as we passed the $4 billion mark in assets under management. We are also expanding our physical footprint as well.
Our doors are officially open to our third full-service office right here in Eau Claire! We are excited about all the growth and vibrancy this town is experiencing and can’t wait to be an active part of the business community. Thank you to all who have welcomed us to the Chippewa Valley area. You’ve made us feel at home already. Our new Eau Claire facility will join our home office in La Crosse and our branch in Minneapolis.
Since our founding a century ago, we have operated by a simple philosophy: In doing what is best for our clients, we will be doing what is best for Trust Point.
That is not an empty slogan. It is embedded in our structure and our business practices. Trust Point is a completely independent institution. We are a fiduciary, which means we are held to a higher standard of integrity. We are strictly fee-based. We do not sell insurance or any other products. We are not owned or controlled by a bank. We have no proprietary funds, no loads, and no shareholder pressure that would compete with the goal of doing what is best for our clients.
All of our operations are guided by three core principles.
1. Tailored client engagement means that we get to know and understand our clients individually, customizing our plans and services to ensure that each client’s needs and values are served in the best possible way. This allows clients to experience the comfort that comes with a long-term working relationship.
2. Specialized expertise is offered by our team of experienced, credentialed professionals. They bring to bear deep insights on a large number of wealth-management issues from a variety of perspectives. This allows clients to feel at ease knowing that their expert advisory team is serving as a steward and advocate.
3. Accountability and attention means that we are accessible and responsive to our clients, demonstrating the highest standards of ethics and transparency. Clients feel the confidence of knowing where they stand and what the path ahead will look like as we help them pursue their goals.
We look forward to partnering with you and we invite you to get to know us better. Stop by our office in Eau Claire or visit our website, trustpointinc.com.