Since 1993, Aspen Investment Management Inc. has been providing clients a comprehensive investing approach
that has enabled our clients to achieve their financial objectives and ease some of their investment concerns in the face of turbulent financial markets.
Our Principles
- Always act in the best interest of the client
- Always act honestly and ethically
- Remain independent and unbiased
- Thoroughly understand our clients’ needs and concerns
- Ensure communication with each client is open and consistent
Our Investment Philosophy
- Conservative growth of capital
- Take minimal risk necessary to achieve client objectives
- Balance long term growth vs short term liquidity needs
- Overall asset allocation drives risk and return
- Tactical focus on near-term opportunities/economic conditions
- Diversify among and within asset classes
- Keep transaction costs low
- Manage tax efficiency when possible
