Investment Management

The core of our investment philosophy is a disciplined approach, regardless of market conditions. Our strategy is research-driven and goal-based to engineer your portfolio’s long-term success.  Our objective is to help you preserve and protect what is most important to you & your family.   Your goals, financial plan, risk tolerance and time horizon drive the asset allocation and investment plan.  

Your financial planning document dovetails with your investment policy statement, in which we establish expectations, objectives and guidelines for both of us.  Both of these documents are reviewed on a regular basis.  As your needs change in life, we will be ready to tailor a strategy for you.

Aspen Wealth Management is proud to be a part of a select group of fee-only advisors that work with Dimensional Fund Advisors.  Their leadership includes Nobel Laureates and leading academics, which provide innovative investment philosophy.  You can learn more about DFA here.