RMEAX

About RMEAX

Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares is a mutual fund designed to pursue long-term capital appreciation with a strong emphasis on risk management and tax efficiency. The fund invests predominantly in a diverse portfolio of equity securities—including common stocks, preferred stocks, and depositary receipts—spanning companies across both developed and emerging markets. It is structured to maintain at least 80% of its net assets in equity securities, with flexibility to use derivatives and alternative investment strategies for diversified exposure and risk control. Notable for its allocation to both high-quality and low-volatility equities, as well as long/short strategies through partnerships with sub-advisers and other investment vehicles, the fund aims to mitigate downside risk, particularly during periods of market turbulence. Tax-management strategies are incorporated throughout the investment process to enhance after-tax returns. The fund’s approach leverages quantitative models and forward-looking asset class forecasts to allocate assets dynamically in response to changing market conditions and valuations. By integrating these multiple strategies, Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares provides investors with a globally diversified, risk-aware equity allocation solution that responds proactively to market risks and opportunities.