From the CEO

This quarter was exceptionally good for our clients’ portfolios, with September enjoying some of the best monthly performance in US markets in many decades. We are ever grateful for the privilege our clients give us to assist them in strategizing and implementing their investment portfolios. This is a crucial part of our work in comprehensive planning for optimizing their overall financial circumstances. We are, of course, especially pleased when intelligent planning, wise perseverance, and careful implementation and management help to produce excellent investment results for them.

The end of this quarter witnessed a very important milestone for Aspiriant. On September 30, we completed the acquisition of the Deloitte Investment Advisory business. Now, as our subsidiary, Aspiriant Investment Advisors brings an additional 40 talented professionals to serve our clients and increases our overall size in clients and portfolio management responsibility by approximately 70%. But, this is about much more than size and the scale advantages that such an increase brings. It is about our ability to attract and reward the finest talent in our field. It makes our promise to clients of resourcefulness and durability even more credible.

I am also very happy to report that Nathan Wong, Investment Operations Specialist in our San Francisco office, has just achieved the very prestigious Chartered Financial Analyst (CFA) designation. Nate now joins the ranks of our 9 CFA’s within the Aspiriant organization. Congratulations, Nate!

And, with great pride, I’m delighted to report that one of our founders and our former CEO, Tim Kochis, will be awarded the P. Kemp Fain Award by the Financial Planning Association at its convention in Denver this coming weekend. Tim is no stranger to illustrious awards and recognitions; and because of its long tenure, many consider the Kemp Fain Award to be the highest award in our profession. If it is, Tim deserves it. In any event, we’re all refusing to think of it as a “lifetime achievement award”. We’re sure that Tim’s achievements – on behalf of clients, our firm, and our profession – are far from over.

Rob Francais
Chief Executive Officer

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