Implementing your investment strategy correlates with your investment objectives. Equities are purchased to fund long-term goals by providing diversified, after-tax growth above the rate of inflation. Fixed income is used to realize a relatively high level of current income, preserve capital, and reduce portfolio volatility. Equities and Fixed Income are often used in conjunction with one another.
Whether you are in the accumulation phase looking for growth, are looking for income in retirement, or are interested in making an impact with your investments, Aspen has a strategy that is tailored towards your needs.
Large companies with strong track records
Broad diversification across economic sectors
ESG Core Equity:
Investments that align with your values and beliefs
Intentional investments designed to make an impact
Income + Growth Focus
Consistent and growing dividends
Long-term investment focus
Diversification through a basket of stocks
Income generation and capital preservation
Asset / Liability matched withdrawal strategy