Aspen Investment Management Inc.
Aspen Investment Management Inc, founded in 1993, is a registered investment adviser headquartered in Grand Rapids, Michigan. The firm provides comprehensive investment solutions and wealth management services to individuals, families, endowments, foundations, retirement plans, and trusts. Aspen's team leverages decades of experience, including previous institutional asset management, and currently manages approximately $285 million. With a client-centered, relationship-driven approach, the firm serves clients locally and across the country, prioritizing the preservation and growth of wealth while acting solely in clients' best interests.
Investment Strategy
Aspen Investment Management Inc. employs a conservative growth investment philosophy with a tactical focus on near-term opportunities and prevailing economic conditions. The firm seeks to take the minimal risk necessary to meet client objectives, diversifying across multiple asset classes to balance long-term growth and short-term liquidity needs. Aspen emphasizes low transaction costs, overall asset allocation as the key driver of risk and return, and strives for tax efficiency when possible. The firm manages a variety of account types for individuals, families, estates, retirement plans, and institutions.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 8.76% | $20.8M | 33,705 | $326.58 | $617.85 | +$1.6M |
R RSP | INVESCO EXCHANGE TRADED FD T | 4.71% | $11.2M | 61,603 | $148.80 | $181.74 | -$327.0K |
M MSFT | MICROSOFT CORP | 3.45% | $8.2M | 16,511 | $88.68 | $497.41 | +$1.5M |
I IEFA | ISHARES TR | 3.12% | $7.4M | 88,969 | $66.61 | $83.48 | +$1.6M |
I IWM | ISHARES TR | 3.12% | $7.4M | 34,417 | $160.18 | $215.79 | +$1.0M |