From the CEO

This was a very strong quarter for the clients of Aspiriant. Despite severe geopolitical unrest in North Africa and the Middle East and an unprecedented sequence of disasters in Japan, the world’s underlying economy continued to gain momentum and markets accordingly produced excellent returns for the quarter. While many obvious threats remain and we’ve been reminded, yet again, that we must “expect” threats that are unexpected, we believe that our clients will continue to be rewarded by perseverance in their long-term investment strategies. It’s a much longer perspective than one quarter, of course, but it’s gratifying to see clients being rewarded for that perseverance as we move deeper into 2011.

I’m happy to report good news for the firm as well. Integration of our new partners and clients is proceeding rapidly and our new colleagues are all either just moved or are about to move to new quarters, independent of their former Deloitte homes. We remain committed to our partnership with Deloitte in serving our shared clients and are eager to continue to expand our relationships moving forward.

By expanding our talent through this combination, we added a fresh perspective to our investment strategies and planning opportunities, and by successfully integrating our efforts, we will enable even more specialization that will add depth to our capabilities, and ultimately, improved solutions for all clients. As this process unfolds, we will be sure to report on our progress and the benefits we have achieved.

In addition to the more “inorganic” growth we have experienced, I’m also happy to report that we have grown organically as well. Since the start of the year, we’ve already welcomed 5 new staff to our organization and the pace of new business remains strong thanks to the ongoing support of our existing clients and centers of influence. This robust growth helps us to attract and retain strong talent to serve all of our clients even better.

There were also some important achievements this past quarter as well:

  • Lindsey Cornell, of our Los Angeles office, received the CFP® (Certified Financial Planner) designation;
  • Nate Wong, of our San Francisco office, became the organization’s 9th CFA (Chartered Financial Analyst) charterholder
  • Nikki Michelini, a Team Leader in Los Angeles, was added to the AICPA Personal Financial Planning Executive Committee; and
  • Kacy Gott, our Chief Planning Officer, has just been appointed Chair of the CFP Board’s Council on Education.

In addition, I’m happy to have accepted a position on Schwab’s Advisory Board that will give us the opportunity to improve their direct client service efforts.

We are very proud of these very significant professional accomplishments and their continuing demonstration of Aspiriant’s leadership within our profession.

With our genuine gratitude for the opportunity to serve our clients and for the foundation that that service provides to us to advance our profession.


Rob Francais, CPA
Chief Executive Officer, Principal

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