From the CEO

We recognize that these past few months have been a difficult and unsettling time for our clients. We are committed to expand our efforts to respond to our clients’ concerns and to actively bring smart financial planning and portfolio management solutions to best achieve their goals in the context of market turmoil.

As Tom Tracy comments below regarding our first client survey as Aspiriant, we are very pleased that our clients highly value the services we provide. We also especially appreciate the critiques that they offered for improvement. We are mustering the resources of this organization to respond, and will be communicating further in detail soon.

Meanwhile, we thank you for your continued confidence in us.

Rob Francais
Chief Executive Officer

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