Investment Management Development & Planning

We want to get to know you personally. By scheduling an appointment with us we will strive to learn about your life and your unique history, not just your financial assets. Understanding who you are serves an essential role in how we develop solutions that focus on your distinct investment and financial needs.

By knowing your background, your areas of interest, your income and liquidity needs and other unique tax and risk considerations, we put you first.

Aspen creates and maintains an investment policy statement for each client, which serves as the foundation for a comprehensive and disciplined investment management process.

Client Background

Investment Objectives

Risk Tolerance

Income Needs

Liquidity Requirements

Investment Experience

Time Horizon

Tax Considerations

Asset Allocation Targets

Return Expectations