Investing with Aspen

Aspen creates and maintains an investment policy statement for each client, which serves as the foundation for a comprehensive and disciplined investment management process. Important considerations include:

  • Client background
  • Investment objectives
  • Risk tolerance
  • Income needs
  • Liquidity requirements
  • Investment experience
  • Time horizon
  • Tax considerations
  • Asset allocation targets
  • Return Expectations
Identify - Create - Implement - Monitor - Respond
  • Identify financial goals and constraints
  • Create Investment Policy Statement, determine strategy
  • Implement portfolio
  • Continually monitor and adjust as needed
  • Respond to changes in market, or clients’ circumstances