Aspect Partners

09/30/2025

For over a decade, U.S. markets have led the way - but cracks are showing. A weaker dollar, slowing growth, and global competition suggest we may be entering a new era for investors.

What does this mean for portfolios moving forward? Find out in our 2025 Market Perspective.

03/22/2022

We’d like to provide you with a variety of updates and are experimenting with a new medium: videocasts. If you have a moment, please click on the following link:

https://www.aspect-partners.com/blog/aspect-partners-2021-recap

We are hoping to roll out a series of brief videocasts to share some information with you on a variety of topics. Our intention is to make them engaging and brief so that they are digestible and enjoyable without being a burden. We intend to put together videocasts on a variety of topics: updates on our business, updates on the economy and financial markets, discussions on financial planning topics, and others. Our initial one is a little light on technological features and slightly longer than what we expect of subsequent ones, but we hope you’ll be patient and watch our recap of what 2021 looked like for us.

Since this is a new endeavor for us, we’d love your feedback - both positive and negative, as well as your suggestions, whether it be content, format, or whatever you feel appropriate.

Aspect Partners 2021 Recap Bard Malovany, CFP®, CBEC® | March 08, 2022 Share | Please enjoy our 2021 Aspect Partners recap video: Share |

03/30/2021

We are a sophisticated and busy financial advisory practice located in Fairfax, VA, that strives to provide our clients with well informed, thoughtful, intelligent advice while developing close, personal relationships with each of them. The position will provide in-depth experience in complex, high-net-worth investment management, multi-family office services, and institutional and retail portfolio management.

We are a small office in which we respect and care about our team as much as we do our clients. We maintain the highest standards of ethics, integrity and intellectual rigor, and are constantly striving to improve the advice and service we provide to our clients.

Applicant must be process and detail oriented with the ability to work independently and as a part of a small, interactive office environment. Qualified candidates will be process and detail oriented, flexible, and interested in learning both job skills and academic underpinnings of the financial markets. They must possess very strong Excel skills, analytical and quantitative aptitude, and a comfort with data management. This position has a strong emphasis on managing software and interrelated databases and requires a keen eye for detail and process management.

This position offers a rare opportunity to learn the mechanics, theory and practice details of the investment advisory industry along with valuable experience in a variety of aspects of financial planning and investment management.

Assuming applicant demonstrates aptitude, intelligence, detail orientation, a strong work ethic and a focus on client service, additional responsibilities for client interaction may gradually be transitioned to this role.

The position offers the opportunity for the following vocational education and job skills:

Investment Portfolio Management

Portfolio Management
• Portfolio application and rebalancing
• Managing and maintaining portfolio rebalancing and trade management software
• Analysis of tax implications of portfolio decisions
• Application of asset location decisions
• Tax loss harvesting
• Portfolio trading
• Management of periodic investment and withdrawal requirements
• Periodic trading of quantitative investment strategies

Individual Investment Review
• Apply portfolio models to client portfolios
• Analysis of existing investments based on a variety of investment performance metrics, to include historical performance, risk management, manager skill, style consistency, internal expenses, etc.
• Asset allocation analysis and rebalancing
• Pinpoint areas of strength and weakness in existing asset allocations
• Generate client-facing proposals and reports.

Quarterly and Annual Performance Reporting
• Managing portfolio reporting software
• Generating routine investment reports
• Portfolio benchmarking
• Risk/return analysis
• Manager performance analysis
• Monitoring portfolio performance vs client goals
• Integration of portfolio performance with clients’ long-range financial planning.

You may reach us by email at [email protected] or by fax: 703.916.0645

03/30/2021

We are a sophisticated and busy financial advisory practice located in Fairfax, VA, that strives to provide our clients with well informed, thoughtful, intelligent advice while developing close, personal relationships with each of them. The position will provide in-depth experience in complex, high-net-worth financial planning and investment management, multi-family office services, and institutional and retail portfolio management.

We are a small office in which we respect and care about our team as much as we do our clients. We maintain the highest standards of ethics, integrity and intellectual rigor, and are constantly striving to improve the advice and service we provide to our clients.

We are looking for a new team member to help generate and assist in the delivery of financial plans and concepts and will also help oversee and manage processes that support multiple client relationships.

Applicant must be process and detail oriented with the ability to work independently and as a part of a small, interactive office environment. Qualified candidates will be flexible and interested in learning both job skills and academic underpinnings of the financial markets. They must be both well-spoken and well-written. Qualified candidates will have a strong interest in and aptitude with sophisticated financial planning concepts. Importantly, this role requires strong interpersonal skills and a very strong focus on process management details.

This position offers a rare opportunity to learn the mechanics, theory and practice details of the financial advisory industry along with valuable experience in multiple aspects of sophisticated investment management and financial planning, including highly complex estate and business planning strategies, tax planning, and risk management.

Assuming applicant demonstrates aptitude, intelligence, detail orientation, a strong work ethic and a focus on client service, additional responsibilities for client interaction may gradually be transitioned to this role.

The position offers the opportunity for the following vocational education and job skills:

Client Management
• Responsibility for helping to manage a group of client relationships.
• Understanding each client relationship and their unique needs and relationship dynamics.
• Understanding of various complex planning strategies and their application to individual clients.
• Monitoring and maintaining client relationships.
• Responsibility for overseeing the preparation and follow up of client meetings and assignments.

Financial Planning
• Involvement with Financial Plan design:
o construction and monitoring including retirement projections, cash flow projections, retirement planning, and income planning.
o Business planning, including buy-sell planning and qualified plan design
o Detailed and sophisticated estate plan review and design
o Generation of estate planning proposals and reviews

Insurance Planning
• Review of existing life and long-term care insurance policies
• Analysis of existing policies and comparison to available products
• Design and maintenance of complex insurance solutions.

1726086-030317
You may reach us by email at [email protected] or by fax: 703.916.0645

11/02/2020

Established and expanding investment management and financial planning firm has an opening for a technical support person. The position will provide in depth experience in complex, high-net-worth financial planning, multi-family office services, and institutional and retail portfolio management.

Qualified candidates will be process and detail oriented, flexible, and interested in learning both job skills and academic underpinnings to financial planning and investment management. They must possess very strong Excel skills, analytical and quantitative aptitude and a comfort with data base management. Working knowledge of Outlook required.

This position offers a rare opportunity to learn the mechanics, theory and practice details of the financial planning and investment advisory industry along with valuable experience in a variety of aspects of financial planning and investment management.

Assuming applicant demonstrates aptitude, intelligence, detail orientation, a strong work ethic and a focus on client service, additional responsibilities for client interaction may gradually be transitioned to this role.

The position offers the opportunity for the following vocational education and job skills:

Investment Portfolio Management

Individual Investment Review
• Apply portfolio models to client portfolios
• Analysis of existing investments based on a variety of investment performance metrics, to include historical performance, risk management, manager skill, style consistency, internal expenses, etc.
• Asset allocation analysis and rebalancing
• Pinpoint areas of strength and weakness in existing asset allocations

Portfolio Management
• Portfolio rebalancing
• Analysis of tax implications
• Asset location
• Tax loss harvesting

Quarterly and Annual Performance Reporting
• Portfolio benchmarking
• Risk/return analysis
• Manager performance
• Performance vs client goals
• Integration of portfolio performance with clients’ long-range financial planning.

Financial Planning
• Involvement with Financial Plan design:
o construction and monitoring including retirement projections, cash flow projections, retirement planning, and income planning.
o Business planning, including buy-sell planning and qualified plan design
o Detailed and sophisticated estate plan review and design
o Generation of estate planning proposals and reviews

Insurance Strategies
• Review of existing life and long-term care insurance policies
• Analysis of existing policies and comparison to available products
• Generating needs analysis for life and long-term care insurance
• Design and maintenance of complex insurance solutions.

10/15/2020

Our office has an opening for an Administrative Associate. If you know anyone who may be interested, please forward the following information to them:

https://www.linkedin.com/feed/update/urn:li:activity:6722524584299638784/

About us –
We are a busy financial planning practice located in Fairfax, VA. We strive to provide our clients with the well informed, thoughtful, intelligent advice while developing close, personal relationships with each of them and we provide the highest level of customer service.

About you –
You are well-organized, process- and detail-oriented, reliable and personable. You have an excellent phone manner. You have very strong Microsoft Office skills and the ability to learn proprietary software. You are able to manage your time and job responsibilities without direct supervision.

Administrative Support – Details and Responsibilities

This is a part time position – flexible hours and compensation to be negotiated. There is no relocation package. The position requires attendance at the office location.

The Application Process –
Please respond by email to [email protected] and attach a cover letter, in Word format, articulating why you should be considered for the position. You may also submit a resume, but no application will be considered without a cover letter.

05/19/2020

The Aspect Partners April Newsletter can be viewed here:

Please see our April newsletter below: April Newsletter

05/19/2020

The Aspect Partners March Newsletter: Fundamentals can be viewed here:

Please see our March newsletter below: Fundamentals

05/19/2020

The Aspect Partners Market Newsletter: Frightening Times can be viewed here:

Please see our March Newsletter below: Frightening Times

05/19/2020

The Aspect Partners March Newsletter can be viewed here:

Please see our March newsletter below: March Newsletter