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Aspiriant wins PAM 2012 Award – Best Private Wealth Manager – Client Service – Over $5B
BARRON’S Top 100 Independent Advisors 2011, CEO, Rob Francais (#18!) and COO, Tom Tracy (#23!) rank in the top tier!
Aspiriant Professionals in the News
As the leading independent wealth management firm, Aspiriant and its principals are frequently mentioned in the business, financial, and trade press.
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| Source | Date | Title |
|---|---|---|
| Private Asset Manager | 02/13/2012 | Aspiriant wins PAM 2012 Award - Best Private Wealth Manager - Client Service - Over $5B |
| Reuters | 02/02/2012 | Advice to new Facebook millionaires: take a breath featuring Sandi Bragar |
| Bloomberg Business Week | 02/02/2012 | Wealthy Investors Shrug at Facebook IPO featuring Jason Thomas |
| The New York Times | 01/07/2012 | For Bond Investors, a Year to Tread Carefully featuring Jason T. Thomas |
| Dow Jones Newswire | 01/04/2012 | When Kids Earn More Than Their Parents featuring Kacy Gott |
| San Francisco Chronicle | 01/04/2012 | Resolve to improve finances, career in year ahead featuring Sandi Bragar |
| Investors Business Daily | 12/12/2011 | Year End Tax Cutting Tips featuring Clay Stevens |
| Bloomberg | 11/23/2011 | Steve Jobs' Heirs Have Reason to Sell Apple and Disney featuring Kacy Gott |
| Reuters | 11/10/2011 | Alabama County Files Biggest Municipal Bankruptcy feat. Jason Thomas |
| Registered Rep. | 11/08/2011 | Liquidity Events Expected to Stimulate San Francisco Wealth Market |
| Estate Planning Review - The Journal | 10/20/2011 | Practical Guidelines for Managing Portfolios (and Clients) Through Volatile Investment Markets by Tim Kochis |
| Registered Rep. | 10/12/2011 | Searching for Yield? Try MLPs without Commodity Price Exposure feat. Jason Thomas |
| The New York Times | 10/09/2011 | Muni Bonds Are Stars for Now feat. Jason Thomas |
| RIABiz | 10/03/2011 | How Rob Francais combined two giant RIAs and then added the assets of Deloitte Investment Advisors |
| San Francisco Business Times | 09/30/2011 | Business is Good for San Francisco Broker to the Rich feat. Mike Fitzhugh |
| The San Francisco Chronicle | 09/29/2011 | Undoing a Roth IRA Conversion feat. Sandi Bragar |
| Barron's | 08/30/2011 | BARRON'S Top 100 Independent Advisors 2011, CEO, Rob Francais (#18!) and COO, Tom Tracy (#23!) rank in the top tier! |
| Financial Advisor Magazine | 08/26/2011 | Financial Advisors Should Avoid Bogus Awards featuring Cammie Doder |
| Registered Rep. | 08/17/2011 | Wealth Managers: Summer Swoon Not a Rerun of '08 featuring Rob Francais |
| Investment News | 08/08/2011 | Recession fears spook market, advisers featuring Jason Thomas |
| Financial Advisor Magazine | 08/02/2011 | Natural Selection featuring Jason Thomas |
| AdvisorOne.com | 08/01/2011 | The 100 Top Wealth Managers of 2011 |
| Reuters | 07/26/2011 | Wealth Manager - What's a title worth? Millions, maybe featuring Tim Kochis |
| Estate Planning Review - The Journal | 07/21/2011 | Commercial Real Estate - an Inflation Hedge? by Tim Kochis and Lauren Pressman |
| Yahoo! Contributor Network | 07/20/2011 | The 10 Most Powerful People in San Francisco |
| Registered Rep. | 07/20/2011 | New Rankings: New York, Houston Shine as Wealth Management Hot Spots |
| Wall Street Week | 07/18/2011 | [VIDEO] Jason Thomas, Ph.D., Chief Investment Officer of Aspiriant, offers three themes he expects to drive the global economy for decades to come. |
| Barron's Summit | 07/13/2011 | Rob Francais pictured at the Barron's Independent Advisors Summit 2011, click to view. |
| Investment Advisor Magazine | 07/07/2011 | COVER STORY: Finding Success in Succession Planning featuring Rob Francais |
| AdvisorOne.com | 07/06/2011 | Linda J. Fitz named one of The Top 50 Women in Wealth |
| Financial Advisor Magazine | 07/01/2011 | Editor's Note: Eye-Popping Growth featuring Tim Kochis |
| Wall Street Journal | 06/16/2011 | WSJ WEALTH ADVISER: New Wave of Techno-Rich More Open to Advice featuring Rob Francais |
| California Trusts and Estates Quarterly | 06/08/2011 | To Bypass or Not Bypass, That is the Question: Using a Formula General Power of Appointment Clause to Address New Estate Planning Uncertainties by Clay Stevens |
| Registered Rep. | 06/01/2011 | The New Due Diligence featuring Jason Thomas |
| Registered Rep. | 05/31/2011 | Wealth Management Business Booming, but Pricing Practices Questioned featuring Tim Kochis |
| Bloomberg BusinessWeek | 05/13/2011 | Beverly Hills Lures Wealth Investors Seeking Trophy Apartments featuring Jason Thomas |
| BusinessWeek | 05/03/2011 | 'Dumb Money' Flees Muni Funds as Investors Snap Up Single Bonds featuring Jason Thomas |
| San Francisco Business Times | 04/30/2011 | Linda Fitz honored on the SFBT Top Most Influential Women in Business List in the Forever Influential category |
| The New York Times | 04/09/2011 | Tax Savvy: Strategies to Lower Your Bill featuring Jason Thomas, Chief Investment Officer |
| Financial Advisor Magazine | 04/07/2011 | CFP Board Names New Education Chair - Guess what!? It's Aspiriant's own Chief Planning Officer, Kacy Gott |
| Registered Rep. | 04/06/2011 | Do-It-Yourself advisors Launch Alternative Funds featuring Jason Thomas |
| Registered Rep. | 03/31/2011 | Wealth Managers Refine Niche Marketing Techniques featuring Tim Kochis |
| Estate Planning Review - The Journal | 03/21/2011 | Municipal Bonds - An Unusual Investment Opportunity by Tim Kochis |
| TheStreet.com | 03/17/2011 | [Podcast] The New Bull Run, Profiting From Volatility, "The New Experts" Guests include Jason Thomas, chief investment officer at Aspiriant, Rob Steele, president of Bishop Asset Management and Robert Bloom, author of "The New Experts" |
| CNN Money | 03/16/2011 | Time to buy Japan stocks? feat. Chief Investment Officer, Jason Thomas |
| Registered Rep. | 03/04/2011 | Another RIA Launches National Push Via Acquisition |
| New York Times | 03/03/2011 | Go Play Golf, but Monitor Your Portfolios Too featuring Jason Thomas, CFA, Ph.D. |
| Investment Advisor | 03/02/2011 | Multiple Choice; Advisors have many options for creating liquidity and funding growth |
| Investment News | 02/28/2011 | Clients take volatility in stride and remain calm, say advisers feat. Rob Francais |
| Investment News | 02/20/2011 | Reported probe of munis stirs worry about outflows feat. Jason Thomas |
| Wall Street Week | 02/03/2011 | [Video] Wall Street Week interview with Chief Investment Officer Jason Thomas |
| RIABiz | 12/09/2010 | A tide of Roth conversions sweeps through the advisory business feat. Kacy Gott |
| CNN.com | 12/08/2010 | Many jobs are gone forever: What now? by Jason Thomas |
| Bloomberg | 12/07/2010 | Year-End Muni Bond Flood Creates Buying Opportunity for the Wealthy feat. Jason Thomas |
| San Francisco Chronicle | 11/23/2010 | Paying down mortgage usually not financially wise feat. Sandi Bragar |
| San Francisco Business Times | 11/19/2010 | Last of Big Four accounting firms sheds wealth management |
| Investment News | 10/24/2010 | Revenue Rebounds feat. Rob Francais |
| PRESS RELEASE | 10/11/2010 | Aspiriant Finalizes Acquisition of Deloitte Investment Advisors |
| Wealth Briefing | 10/07/2010 | Aspiriant Closes Deloitte Deal, Seeks National Presence |
| Financial-Planning.com | 10/01/2010 | What's up next for planners? |
| Barron's | 09/21/2010 | Top 100 Independent Financial Advisors - Rob Francais and Tom Tracy |
| San Francisco Business Times | 09/17/2010 | Accounting firms and wealth managers have split up feat. Rob Francais |
| New York Times | 09/17/2010 | Rethinking Investments After a Flight to Security feat. Jason Thomas |
| Investment News | 09/15/2010 | The RIA Giants |
| PRESS RELEASE | 07/19/2010 | Aspiriant to Acquire Deloitte Investment Advisors form Deloitte Tax LLP |
| Investment News | 07/19/2010 | Aspiriant to buy Deloitte Investment Advisors, form $7B Wealth Manager featurin Rob Francais |
| San Francisco Business Times | 07/19/2010 | Aspiriant to buy Deloitte's wealth management unit |
| Reuters.com | 07/09/2010 | No fiduciary for all by Tim Kochis |
| Checkpoint Law Journal | 06/11/2010 | Using a Personal Residence DGT by Clay Stevens |
| Chiefexecutive.net | 06/10/2010 | Managing CEO's Affirmative Defense - Selling Compnay Stock Through a 10b5-1 Plan by Mike Fitzhugh and Linda J. Fitz |
| Forbes | 06/10/2010 | Save Thousands on Insurance feat. Mike Fitzhugh |
| Wall Street Journal | 06/07/2010 | Don't Give Up on Europe feat. Jason Thomas |
| Investment News | 06/03/2010 | The RIA Giants - Top Fee Only Firms |
