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10.44
+0.02
+0.19%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 984.19M
Aspiriant Defensive Allocation
10.44
+0.02
+0.19%
- Overview
- Profile
- Historical Data
- Holdings
Aspiriant Defensive Allocation Fund Overview
On this page you'll find an in-depth profile of Aspiriant Defensive Allocation Fund. Learn about the key management, total assets, investment strategy and contact information of RMDFX among other information.
Investment Strategy
The investment seeks to achieve long-term investment returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. The fund is a "fund-of-funds" that seeks to provide an investment return that has lower volatility than traditional asset classes (i.e., public equity and investment grade bonds) by combining several non-traditional or alternative asset class exposures, including investments that focus on a specialized asset class such as long-short strategies. It is non-diversified.
Contact Information
Address
235 West Galena Street
Milwaukee,WI 53212
United States
Milwaukee,WI 53212
United States
Phone
1-877-997-9971
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John Allen | CIO (Chief Investment Officer) | 2015 | Now |
| Biography | John Allen, CFA, CAIA, is Chief Investment Officer (“CIO”) at Aspiriant, LLC. Mr. Allen joined Aspiriant, LLC as CIO in 2014. Prior to joining Aspiriant, LLC he was a senior member of the client service team at Grantham, Mayo, Van Otterloo (“GMO”) from 2009 to 2014. Prior to joining GMO, Mr. Allen was Head of Investments at a large family office. He began working in the financial services industry in the investment banking department at Donaldson, Lufkin & Jenrette and business consulting practice of Stern Stewart & Company. | ||
| Marc Castellani | Managing Director | 2015 | Now |
| Biography | Marc Castellani, CFA, CAIA, CIMA, is Managing Director of Investment Strategy & Research at Aspiriant, LLC. Mr. Castellani joined Aspiriant, LLC in 2015. Prior to joining Aspiriant, LLC, he worked at J.P. Morgan Private Bank in Los Angeles from 2012 to 2015. Prior to joining J.P. Morgan Private Bank, he worked at U.S. Trust from 2010 to 2012. Previously, Mr. Castellani worked in Merger and Acquisitions of J.P. Morgan and Banc of America Securities. He began his career in the financial services industry as an Associate in the corporate finance advisory practice of Stern Stewart & Company. | ||
| David Grecsek | Managing Director | 2015 | 2020 |
| Biography | David Grecsek, CFA, is Managing Director of Investment Strategy & Research at Aspiriant, LLC. Mr. Grecsek joined Aspiriant, LLC in 2010. Prior to joining the Adviser, he was Head of Investment Research at Deloitte Investment Advisors. Previously, Mr. Grecsek worked in various investment research and risk management roles at Merrill Lynch & Co. | ||
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