Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
RMEAX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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NAV
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Company Information
Provider
Aspiriant
Manager/Tenure
(Years)
(Years)
Ran Leshem (10), John Allen (9), Marc Castellani (9), 7 others
Website
Address
c/o UMB Fund Services, Inc.
Milwaukee WI - 53212
Milwaukee WI - 53212
Country
United States
Phone Number
877-997-9971
Investment Strategy
The investment seeks to achieve long-term capital appreciation while considering federal tax implications of investment decisions. The fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities. It also may invest in securities that provide exposure to equity securities (i.e., rights, warrants, and investment company shares). The fund will hold a broad and diverse group of equity securities of companies in countries with developed and emerging markets, which are considered developed or emerging based upon the market definition used by the MSCI ACWI Index (the “MSCI Index”).