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IMPLEMENTING YOUR

INVESTMENT STRATEGIES

Implementing your investment strategy correlates with your investment objectives. Equities are purchased to fund long-term goals by providing diversified, after-tax growth above the rate of inflation. Fixed income is used to realize a relatively high level of current income, preserve capital, and reduce portfolio volatility. Equities and Fixed Income are often used in conjunction with one another.

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Whether you are in the accumulation phase looking for growth, are looking for income in retirement, or are interested in making an impact with your investments, Aspen has a strategy that is tailored towards your needs.

Our Strategies

Core Equity:

  • Large companies with strong track records

  • Broad diversification across economic sectors

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ESG Core Equity:

  • Investments that align with your values and beliefs

  • Intentional investments designed to make an impact 

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Equity Income:

  • Income + Growth Focus

  • Consistent and growing dividends

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ETF strategy:

  • Long-term investment focus

  • Diversification through a basket of stocks

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Fixed Income:

  • Income generation and capital preservation

  • Asset / Liability matched withdrawal strategy

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