Providing Customized Investment Management Services

Recently Released!!!
Date Published: January 27, 2014
Summary Power Point Deck: 16 Slides
Reference Power Point Deck: 29 Slides

Aspiriant was founded by Tim Kochis & Linda Fitz in 1991 and is based in San Francisco, CA. The firm has 68 employees, 385 clients, 2,493 accounts, $5.0 billion assets under management, and is led by its CEO Rob Francais. Its web site can be found at

Aspiriant's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Success Phase
  • Aspiriant Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, partners, clients, accounts, assets under management, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Services One
  • Services Two
And its profile concludes with the highlights of its organizational structure & ownership.
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