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ASPEN INVESTMENT MANAGEMENT INC.

Preserving and Growing Wealth Since 1993

Image by Joe Dudeck
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.

$250+

Million AUM

as of 6/30/2021

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 Based

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.

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

  • 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