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Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. We think that would be a mistake. At Aspiriant, we`ve invested a vast amount of thought and energy into structuring our firm to be unique – and better. Aspiriant`s clients benefit from the intellectual ferocity, loyalty and passion of our people. You see, Aspiriant is built to attract the most talented people in wealth management and make them owners, so they stay forever. We`ve structured our firm to look and operate like no other in the business and to create a phenomenal experience for the people we serve. Every client gets institutional-grade investment management, masterminded by our deep in-house research team. From there, we add some of the most meticulous and invigorating financial planning you can find, performed by our own dedicated team of caring specialists. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more.
Oaktree is a leader among global investment managers specializing in alternative investments, with $172 billion in assets under management as of March 31, 2023. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,100 employees and offices in 20 cities worldwide.
Monitor Ventures is a Palo Alto, CA-based company in the Financial Services sector.
Cardinal Investments is a El Segundo, CA-based company in the Financial Services sector.
Index Funds Advisors is a Irvine, CA-based company in the Financial Services sector.