Investment Management

Integrated tightly with your financial planning team are our comprehensive investment management services — focused on crafting thoughtful strategies to help you stay on course.

Our investment team works tirelessly behind the scenes to analyze market data and thoughtfully craft strategies on your behalf. The goal? To let you focus on what matters most, while we manage the complexity.

As a result, we hope your investment experience with Aspiriant feels calm, clear and coordinated.

Here’s more of what you can expect when you invest with Aspiriant.

Meet the team

Long-term approach with personalized execution

At the heart of our investment philosophy is a long-term, flexible approach — grounded in research and designed to support your goals across market cycles and life stages.

We know no single investment strategy fits everyone. That’s why we offer a wide range of thoughtfully built portfolios to reflect your goals, circumstances and values. Whether your financial needs are straightforward or highly complex, we aim to meet you where you are and keep your future in focus.

Complexity made simple

Managing significant wealth comes with complexity — but you don’t have to navigate it alone.

We specialize in helping simplify the intricate, bringing the experience and tools required to manage sophisticated portfolios with clarity and care. Our investment approach is rooted in time-tested principles, including global diversification, thoughtful risk management and tax awareness.

As markets evolve, so does our toolkit — integrating innovative strategies to address the complexities wealth can create. In the process, we align risk with each client’s tolerance — dynamically trimming exposures when valuations appear stretched or acting decisively when opportunities are overlooked.

Everything we do is centered around seeking to help you preserve your wealth, supporting your goals, and honoring the legacy your building.

Exclusive access, powered by scale

Because we manage wealth for a community of families, your investment power grows through scale.

By aggregating client assets, suddenly, a $1 million investment functions like a $1 billion investment. The result? Exclusive access to private equity, private credit, venture capital, private real assets and co-investments, opportunities otherwise out of reach for smaller investors.*

This scale helps improve our ability to negotiate fee structures and offer greater flexibility through our thoughtfully designed platform.

“ We view broad diversification as a foundational element in managing risk and helping our clients' meet their objectives over the long-term. By reducing reliance on any single asset class or region, a diversified portfolio aims to increase the probability of success and help safeguard the wealth you’ve built — allowing your capital to continue working for you and future generations.”

John Allen, CAIA, CFA®

Chief Investment Officer, Partner

Heavy analytical firepower

We believe you deserve the same level of investment insight typically reserved for the largest institutional investors — delivered through a team that knows you personally.

Our CIO — a veteran of one of the world’s most sophisticated investment firms — leads a group of strategists, researchers and analysts with decades of hands-on experience and deep academic credentials.

We subscribe to many of the same institutional data sources used by global firms and apply our proprietary Capital Market Expectations to evaluate a broad universe of investment options. This framework helps us identify high-quality managers and construct portfolios designed to support your long-term goals.

We call it a brain trust. You might just call it your team.

Of course, all of this information is intended as a high-level overview. For those of you who want to get a little — or a lot more — technical, we’re always happy to have those conversations. You can also explore fathom, our blog, where Aspiriant team members share insights on investing, planning, tax-strategies, family governance and more.