ASPIRE STRATEGIST PORTFOLIOS LLC

Overview

Aspire Strategist Portfolios LLC operates as a limited liability company that provides portfolio management to institutional clients and selects outside advisers to implement strategies. The firm is positioned as a capital allocator focused on exchange-traded equity strategies delivered through model/strategist portfolios rather than an adviser taking broad discretionary mandates. Fee arrangements include both a percentage-of-AUM component and fixed fees. Aspire is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser; its business activity centers on portfolio management for businesses or institutions and third-party manager selection. The firm’s structure and asset mix suggest a preference for liquid, exchange-traded exposures combined with outsourced specialist managers where needed. Given the near-total weighting to exchange-traded equities and a very small discretionary footprint relative to total assets, Aspire appears to run strategist portfolios and model allocations that clients implement on a non-discretionary basis or that custodians hold in client-directed accounts.

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Location & Offices