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Aspiriant
Sheila Greco Associates, May 2011, Pages: 3
Aspiriant was formed when the highly regarded firms, Kochis Fitz in San Francisco, and Quintile Wealth Management in Los Angeles, combined in 2008 to provide a full suite of sophisticated, integrated wealth management services. Unlike many other wealth management firms, we are 100 percent owned by our key employees, with 31 equity partners in all. This ownership structure ensures our stability and independence for generations to come. Because we are owned by our employees, Aspiriant is unmoved by the winds shaking many of the nation s banks and brokerages. As a result, when Aspiriant develops client strategies, you can be assured that it is based on completely objective, rigorous research and analysis and designed to achieve your unique goals.
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