We use exhaustive data and modeling to help create a steady hand of calm
Integrated tightly with your financial planning specialists is our comprehensive investment operation. Our team works tirelessly to analyze markets and develop sophisticated strategies on your behalf. Lucky for you, you won’t see all of this behind-the-scenes detail first-hand. Instead, your over-arching investment experience with us should feel like a steady hand of calm. Here’s more of what you can expect when you invest with Aspiriant.
The Aspiriant approach to investing is not for people looking to indulge the market’s fits of irrational exuberance. It’s for folks who appreciate data-driven, globally diversified portfolios. We apply our forecasting methodology to a vast universe of conventional and alternative investment opportunities. We anticipate how we believe the market will behave over the next 7-10 years. The goal of this long-term orientation is to reduce queasiness in your returns, and increase the odds you’ll nail or exceed your long-term targets.
Core tenets of Aspiriant’s investment philosophy include a globally diversified, valuation sensitive framework to help clients achieve their long-term goals over full market cycles. For those seeking to align their personal values with their financial goals and objectives, we offer sustainable investment strategies.
As a rule, we’re not allergic to risk. Sometimes, risk can be good. The trick is to embrace it at the right moment in the market cycle. Our general attitude is contrarian — we move away from risk when the market’s going up, we move toward it when the market’s going down.
We’re always pushing for new ways to give our clients an advantage. That impulse drives our approach to aggregating client assets and increasing their investment power. Suddenly, a $1 million investment functions like a $1 billion investment. This opens up access to investment opportunities not available to smaller investors, and increases our leverage in negotiating lower fund fees on your behalf.
We believe Aspiriant balances exquisitely personalized client service with scale on behalf of our clients. The forecasting horsepower we unleash for you is on a par with the country’s largest, most sophisticated institutional investors. (Our CIO is a veteran of one of those firms.) We subscribe to the same massive databases they do, then apply our lenses to construct what we believe are disciplined investment strategies for you.
You’ll probably find precious few independent investment advisors with an in-house team as large as ours, dedicated exclusively to investment strategy and research. Our team focuses on nothing but studying domestic and global markets on your behalf. Our team is comprised of strategists, researchers and analysts armed with degrees and decades of in- the-trenches experience, all driven to help clients meet their long-term goals.
Of course, all of this information is broad strokes. For those of you who want to get a little — or a lot — more technical, we’re more than happy to dive deeper. You can also check out some of this lively reading material from our investment brain trust.
Let’s take this discussion to a more personal level.
John Allen CAIA, CFA®
Chief Investment Officer, Partner
Marc Castellani CFA®, CAIA, CIMA®
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
David Grecsek MBA, CFA®
Managing Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
Stephen Kawasaki CFA®, CAIA, CFP®
Manager in Investment Strategy & Research, Partner
Director in Aspiriant Funds, Partner
Laura Boucher MBA, CFP®
Manager in Fund Administration, Partner
Camila Kremer CFA®, CAIA
Senior Research Analyst in Investment Strategy & Research
Research Analyst in Investment Strategy & Research