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City Of Grand Rapids And The 6th Street Bridge

ASPEN INVESTMENT MANAGEMENT INC.

Preserving and Growing Wealth Since 1993

Yellowing Leaves On A Tree
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?

  • Do you have a personal relationship with your current advisor?

  • Is your investment risk being managed the way you want it to be?

  • 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

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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

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Keep transaction costs low

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Overall asset allocation drives risk and return

Manage tax efficiency when possible

SERVICES

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