Aspect Partners, LLC
Aspect Partners, LLC is a wealth management and registered investment advisory firm headquartered in Fairfax, Virginia. Founded in 1999 as a legal entity (operating as an investment adviser since 2022), the firm is wholly owned by Bard Malovany. It provides a wide array of investment advisory services to individuals, non-profits, institutions, employer retirement plans, and other clients across northern Virginia, Maryland, Washington, DC, and the United States. Aspect Partners specializes in customized portfolio management, comprehensive financial planning, and retirement consulting services, emphasizing a fiduciary duty to act in clients’ best interests. The employee count is fewer than 25.
Investment Strategy
Aspect Partners focuses on developing customized investment strategies based on a client's unique goals—such as retirement, education, cash flow, or charitable giving—using a combination of strategic, objectives-based, and dynamic portfolios. Strategic portfolios integrate long-term market views and capital market assumptions, using a mix of equities, fixed income, and alternative investments to provide stability and consistency. Objectives-based portfolios are tailored to specific client goals, like generating income or providing steady returns, while dynamic portfolios use both strategic and tactical analysis for resilience and reduced volatility. The firm emphasizes asset allocation, risk management, tax efficiency, ongoing portfolio monitoring, and rebalancing, and often collaborates with external advisors when needed.
Top Holdings
Equity Positions (603)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | 9.54% | $19.4M | 31,332 | $502.89 | $617.85 | -$8.4M |
S SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 8.44% | $17.1M | 235,549 | $72.48 | $72.68 | +$16.8M |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 7.97% | $16.2M | 53,218 | $251.97 | $303.93 | +$3.0M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 7.26% | $14.7M | 176,342 | $76.99 | $83.48 | +$6.7M |
B BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 5.28% | $10.7M | 95,093 | $109.94 | $112.68 | +$5.5M |