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Aspiriant Defensive Allocation Fund (RMDFX)

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10.44 +0.02    +0.19%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 984.19M
Aspiriant Defensive Allocation 10.44 +0.02 +0.19%

RMDFX 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.
Category

Multistrategy

Total Assets

984.19M

Expenses

0.18%

Inception Date

42352

Contact Information

Address 235 West Galena Street
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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