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ASPEN INVESTMENT MANAGEMENT INC.
Preserving and Growing Wealth Since 1993
Since 1993, Aspen Investment Management Inc. has provided a relationship driven, client centered, comprehensive investment strategy designed to preserve and grow wealth.
30+
Years of Investment Experience
Our partners carry rich
investment experience beyond the roots of Aspen, formerly managing billions in institutional assets.
$265+
Million AUM
as of 12/31/2023
We manage retirement assets, trusts, estates,
personal accounts, endowments, and foundations.
150+
Client
Relationships
With West Michigan roots, we serve individuals, families, and institutions all across the country.
100%
Fee Only
Services
We act 100% in your best interest, 100% of the time.
We are client centered.
As a fiduciary, we are required by law to act in the best interests of our clients.
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You can be confident that we will provide sound investment advice that is unique to your situation. Our primary objective is to see you reach your goals.
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Scheduling a meeting with us: Things to consider
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Is your current advisor a fiduciary?
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Do you have a personal relationship with your current advisor?
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Is your investment risk being managed the way you want it to be?
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Is your advisor helping you create a plan for retirement?
If you answered “no” to any of these questions, schedule a meeting with us today.
ASPEN INVESTMENT MANAGEMENT INC.
Types of Accounts managed
401K Rollovers - IRAs - Roths - Trusts - Estates - Personal - Endowments - Foundations
INVESTMENT PHILOSOPHY
Conservative growth of capital
Tactical focus on near-term opportunities/economic conditions
Take minimal risk necessary to achieve client objectives
Diversify among and within asset classes
Balance long term growth versus short term liquidity needs
Keep transaction costs low
Overall asset allocation drives risk and return
Manage tax efficiency when possible
