Carl David Forster

Director/Board Member at

Aspiriant Holdings 4 LLC

Finance

Miscellaneous

Consumer Services

Profile

Mr. Carl D.
Forster is a Director in Investment Advisory & Partner at Aspiriant LLC.
He is on the Board of Directors at Advanced Capital Intelligence Global Real Estate Opps (TE) LP, Aspiriant Holdings 4 LLC, Aspiriant Holdings LLC and Aspiriant Holdings S5 LLC.
He has been providing investment and wealth management services to high net worth families since 2003.
He is a Director and practice leader of the Investment Advisory practice within the Exclusive Family Office service offering and became a partner of Aspiriant in 2008.
In addition to his day to day role of servicing clients’ investment specific needs, He is an elected member of Aspiriant’s Board of Directors where he chairs the Owner Affairs Committee and serves on the Nominating and Governance Committee.
Prior to Aspiriant, he joined Aspiriant predecessor firm Quintile Wealth Management as a Senior Associate in the Investment Advisory practice and was promoted to Manager in 2004 and Director in 2010.
His primary focus entailed developing and executing asset allocation models based on clients’ goals and objectives.
He attended the Johns Hopkins University in Baltimore, Maryland, where he earned a B.A. in Psychology.

Carl David Forster active positions

Companies	Position	Start
Aspiriant LLC Aspiriant LLC Investment ManagersFinance 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.	Portfolio Manager-Equities	2007-12-31
Advanced Capital Intelligence Global Real Estate Opps (TE) LP Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Functions as a hedge fund	Director/Board Member	-
Aspiriant Holdings 4 LLC Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Functions as an investment holding company	Director/Board Member	-
Aspiriant Holdings S5 LLC Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Provides investment services	Director/Board Member	-

All active positions of Carl David Forster

Former positions of Carl David Forster

Companies	Position	End
Quintile Wealth Management LLC Quintile Wealth Management LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
Aspiriant Holdings LLC Aspiriant Holdings LLC Financial ConglomeratesFinance Provides investment services	Director/Board Member	-

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Linked companies

Private companies	7
Advanced Capital Intelligence Global Real Estate Opps (TE) LP Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Functions as a hedge fund	Miscellaneous
Aspiriant Holdings LLC Aspiriant Holdings LLC Financial ConglomeratesFinance Provides investment services	Finance
The Johns Hopkins University The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Quintile Wealth Management LLC Quintile Wealth Management LLC Investment ManagersFinance Provides investment advice	Finance
Aspiriant LLC Aspiriant LLC Investment ManagersFinance 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.	Finance
Aspiriant Holdings 4 LLC Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Functions as an investment holding company	Finance
Aspiriant Holdings S5 LLC Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Provides investment services	Finance