Don Finsthwait

CA seeks to provide clients with risk-appropriate diversified portfolio that applies the disciplines and theories of asset allocation. Asset classes include, but aren't necessarily limited to, domestic and international equities, domestic and international bonds, cash and cash equivalents, as well as alternative investment types such as real estate and commodities. Equities can be further broken down by market capitalization (company size based on annual revenues) ranging from large companies to medium and small companies. Bonds can be further broken down by issuer type and by duration ranging from short-term to long.

Stanford Investment Group's core portfolios consist of broadly diversified investments in US and international equities, fixed-income securities and sector assets such as natural resources. Core portfolio investments may include: actively-managed mutual funds, index funds, ETFs, separately managed accounts, individual stocks, individual bonds and fixed-income securities and socially responsible investments. The firm complements clients' core portfolios with alternative investments that are generally uncorrelated with the performance of the core portfolio holdings. Stanford Investment Group believes that alternative investments can provide a significant return element by providing sources of risk and return that are not correlated with the equity markets. Stanford Investment Group's investment approach is based on broad diversification, intelligent asset allocation, careful researched asset and manager selection and disciplined portfolio rebalancing. Though not limited by sector, the firm tends to invest in the stocks of US and European companies in the electronic technology, technology services and health technology sectors. Stanford Investment Group invests across all market-caps

Functions as a College/University

Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon.