# Stanford Investment Group

Stanford Investment Group is a Bank / Wealth / Trust based in Mountain View, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mountain View, United States
- **Region:** North America
- **Address:** Mountain View, CA, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** www.stanfordinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/stanford-investment-group-inc

## Regulatory record

- **Reports private funds:** No

## About

On January 31, 2017, Stanford Investment Group merged into Aspiriant. Aspiriant is a leading independent wealth management firm in the U.S., with more than $10 billion assets under management and advisement. The firm provides a full range of wealth management services for individuals and family office clients throughout the country. Unlike many other wealth management firms, Aspiriant is 100 percent owned by key current and former employees, which ensures its long-term stability and independence. It has offices in Los Angeles, San Francisco, San Diego, Mountain View, New York, Boston, Cincinnati, Milwaukee and Minneapolis. DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.

## Questions

### Who runs investment decisions at Stanford Investment Group?

No named principals are publicly available for Stanford Investment Group. The firm does not maintain a visible LinkedIn presence, and its website does not list leadership biographies. This degree of anonymity is atypical among SEC-registered investment advisers but occurs among private wealth management practices serving a single-family or tight network of technology families. The firm's filings with FINRA or the SEC, if any, have not appeared in public database searches consulted for this profile.

### What investment philosophy does Stanford Investment Group follow?

No investment philosophy is publicly stated. The firm's Mountain View location and name suggest familiarity with endowment-style, long-horizon investing — the model pioneered by David Swensen at Yale and practiced at Stanford Management Company. Whether the firm formally implements this approach, uses passive strategies, or emphasizes alternative investments is unknown without primary source documentation.

## Related profiles

- [Stanford GSB Impact Fund](https://altss.com/profile/stanford-gsb-impact-fund)
- [Stanford University Staff Retirement Annuity Plan](https://altss.com/profile/stanford-university-staff-retirement-annuity-plan)

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Last updated: 2026-06-03T20:00:00.000Z

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