| Name | Title | Contact Details |
|---|
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.
Knowledge Leaders Capital identified the Knowledge Effect and created the first investment methodology designed to capture the excess returns of highly innovative companies. Knowledge Leaders Capital is creator and designer of the Knowledge Leaders Strategy, with products including indexes, mutual funds, ETFs and separately managed accounts.
Premier Planning Inc is a Columbia, MD-based company in the Financial Services sector.
Wyatt Matas and Assoc is a Salisbury, NC-based company in the Financial Services sector.
Minotaur Capital Management is a Lake Forest, IL-based company in the Financial Services sector.