Helen Ann Dietz

Director/Board Member at

Aspiriant LLC

Finance

Consumer Services

Profile

Ms. Helen A. Dietz is a Managing Director in Total Wealth Management, Member of Board of Directors & Partner at Aspiriant LLC.
She has over 25 years of experience advising individuals with concentrated stock positions, Helen provides practical financial planning advice, guidance and investment management to entrepreneurs, executives and business start-ups.
Her knowledge and experience give her a deep understanding of the challenges, opportunities and choices facing clients in Silicon Valley and beyond.
Aspiriant gained Ms. Dietz through the merger with Stanford Investment Group, where she served as President and Chief Executive Officer since 2004.
She joined SIG in 1987, a time of change in the industry.
She was one of the first advisors to work with the Schwab Investment Platform in the San Francisco Bay Area.
Before SIG, Helen was a registered advisor and financial planner with the boutique investment banking firm Morgan, Olmstead, Kennedy and Gardner.
She holds a Bachelor of Arts in Business and English, with a discipline in Economics, from Rutgers University.
In 2016, Helen earned her Certified Financial Planner™ (CFP®) designation.
She’s a member of the Financial Planning Association of San Francisco and formerly served on the American Funds Advisory Council.

Helen Ann Dietz 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.	Director/Board Member	2024-12-31

All active positions of Helen Ann Dietz

Former positions of Helen Ann Dietz

Companies	Position	End
Stanford Investment Group, Inc. Stanford Investment Group, Inc. Investment ManagersFinance 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	Chief Executive Officer	2016-12-31
Notre Dame High School Notre Dame High School Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-

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Private companies	4
Stanford Investment Group, Inc. Stanford Investment Group, Inc. Investment ManagersFinance 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	Finance
Rutgers State University of New Jersey Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
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
Notre Dame High School Notre Dame High School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services