Aspiriant multifamily

Aspiriant, LLC is an employee owned investment manager. The firm also provides financial planning and family office services to its clients. It primarily provides its services to individuals typically high net worth individuals, pooled investment vehicles, charitable organizations, corporations, family limited partnerships, and trusts. The firm manages separate client focused portfolios for its clients. It invests in the public equity and fixed income markets across the globe. The firm also invests in mutual funds, exchange traded funds, and exchange traded notes. It seeks to invest in value stocks of small-cap and large-cap companies. The firm benchmarks the performance of its portfolio against the S&P; 500 Index. It conducts in-house research to make its investments. The firm was previously known as Kochis Fitz. Aspiriant, LLC was founded in 1991 and is based in San Francisco, California with an additional office in Los Angeles, California.