Aspiriant

An area of strength is the firm’s favorable fees for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors’ returns. Fees for funds are, on average, within the lowest quintile of similarly distributed strategies. The product lineup at Aspiriant has exhibited exemplary durability compared with peer asset managers when looked at over the past three years. Notably, its three-year risk-adjusted success ratio stands at 75%, meaning that 75% of its products have both survived and beaten their respective category median on a risk-adjusted basis. Aspiriant has had high portfolio management turnover over the past five years compared with peers, detracting from its rating, as long-term stability tends to go together with positive results.