Aspect Partners, LLC

Aspect Partners, LLC, operating as Aspect Labs, is a financial advisor firm based in Fairfax, VA, established in 1999. The firm offers a range of investment advisory services to individuals, non-profits, institutions, retirement plans, and other clients. Services include Asset Management, Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. Aspect Partners acts as a fiduciary, committed to acting in the best interest of clients. Investment strategies include Asset Allocation, Fixed Income, Long-Term Purchases, Margin Transactions, and Short-Term Purchases. The firm utilizes quantitative analysis, technical analysis, and third-party money manager analysis in formulating investment advice. Clients can grant investment discretion to the firm, allowing for securities transactions on their behalf. Aspect Partners does not accept proxy authority to vote client securities. The firm's fee structure is based on a percentage of assets under management, with fees ranging up to 2.25%. Aspect Partners does not receive soft dollars in excess of what is allowed by regulations. The firm does not provide financial information in the brochure as it does not require prepayment exceeding $1,200, does not take custody of client funds, and has no financial condition impairing its obligations.